§ 13F · FUND PROFILE
GREAT OAK CAPITAL PARTNERS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $349.2T (13F)Positions · 35Turnover · — · Q4Filed · Jan 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$398.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFAT | DIMENSIONAL ETF TRUST | 1.40M | $83.9T | 21.0% | NEW |
| 2 | DUHP | DIMENSIONAL ETF TRUST | 1.01M | $38.4T | 9.6% | NEW |
| 3 | DFEM | DIMENSIONAL ETF TRUST | 1.09M | $36.9T | 9.2% | NEW |
| 4 | DFCF | DIMENSIONAL ETF TRUST | 764K | $32.5T | 8.2% | NEW |
| 5 | DISV | DIMENSIONAL ETF TRUST | 827K | $31.7T | 8.0% | NEW |
| 6 | DFLV | DIMENSIONAL ETF TRUST | 893K | $30.9T | 7.8% | NEW |
| 7 | DCOR | DIMENSIONAL ETF TRUST | 386K | $28.6T | 7.2% | NEW |
| 8 | DFSD | DIMENSIONAL ETF TRUST | 580K | $27.8T | 7.0% | NEW |
| 9 | DFAR | DIMENSIONAL ETF TRUST | 1.01M | $23.1T | 5.8% | NEW |
| 10 | DIHP | DIMENSIONAL ETF TRUST | 689K | $22.0T | 5.5% | NEW |
§ 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 $349208.7 trillion in assets. The fund runs a portfolio of 35 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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