§ 13F · FUND PROFILE
GREAT OAK CAPITAL PARTNERS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $349M (13F)Positions · 35Turnover · — · Q1Filed · Apr 10, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DFAT | DIMENSIONAL ETF TRUST | 1.43M | $93M | 21.6% | +2% |
| 2 | DFEM | DIMENSIONAL ETF TRUST | 1.10M | $40M | 9.4% | +1% |
| 3 | DUHP | DIMENSIONAL ETF TRUST | 1.05M | $40M | 9.2% | +4% |
| 4 | DISV | DIMENSIONAL ETF TRUST | 838K | $35M | 8.1% | +1% |
| 5 | DFCF | DIMENSIONAL ETF TRUST | 813K | $35M | 8.0% | +6% |
| 6 | DFLV | DIMENSIONAL ETF TRUST | 914K | $34M | 7.8% | +2% |
| 7 | DCOR | DIMENSIONAL ETF TRUST | 395K | $30M | 6.9% | +2% |
| 8 | DFSD | DIMENSIONAL ETF TRUST | 596K | $29M | 6.7% | +3% |
| 9 | DFAR | DIMENSIONAL ETF TRUST | 1.06M | $26M | 6.0% | +5% |
| 10 | DIHP | DIMENSIONAL ETF TRUST | 704K | $24M | 5.5% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GREAT SIGNAL
AC read
GREAT OAK CAPITAL PARTNERS, LLC is a Other fund managing $349 million in assets. The fund runs a portfolio of 35 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed