Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
GREAT OAK CAPITAL PARTNERS, LLC (CIK 2012868) reported $429.8M across 46 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAT ($92.7M, 21.56%), DFEM ($40.4M, 9.40%), DUHP ($39.8M, 9.25%), DISV ($34.6M, 8.06%), DFCF ($34.5M, 8.03%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAT | DIMENSIONAL ETF TRUST | $92.7M | 21.56% | 1.4M | Added |
| 2 | DFEM | DIMENSIONAL ETF TRUST | $40.4M | 9.40% | 1.1M | Added |
| 3 | DUHP | DIMENSIONAL ETF TRUST | $39.8M | 9.25% | 1.0M | Added |
| 4 | DISV | DIMENSIONAL ETF TRUST | $34.6M | 8.06% | 838,344 | Added |
| 5 | DFCF | DIMENSIONAL ETF TRUST | $34.5M | 8.03% | 812,515 | Added |
| 6 | DFLV | DIMENSIONAL ETF TRUST | $33.6M | 7.82% | 913,706 | Added |
| 7 | DCOR | DIMENSIONAL ETF TRUST | $29.6M | 6.88% | 395,000 | Added |
| 8 | DFSD | DIMENSIONAL ETF TRUST | $28.6M | 6.65% | 595,719 | Added |
| 9 | DFAR | DIMENSIONAL ETF TRUST | $25.9M | 6.04% | 1.1M | Added |
| 10 | DIHP | DIMENSIONAL ETF TRUST | $23.7M | 5.53% | 703,880 | Added |
| 11 | DFIV | DIMENSIONAL ETF TRUST | $15.8M | 3.68% | 287,126 | Added |
| 12 | DUSB | DIMENSIONAL ETF TRUST | $3.8M | 0.87% | 73,985 | Added |
| 13 | VOO | VANGUARD INDEX FDS | $2.4M | 0.56% | 3,868 | Trimmed |
| 14 | DFAC | DIMENSIONAL ETF TRUST | $2.1M | 0.48% | 51,404 | Trimmed |
| 15 | JNJ | JOHNSON & JOHNSON | $1.8M | 0.41% | 7,316 | Trimmed |
| 16 | DFNM | DIMENSIONAL ETF TRUST | $1.8M | 0.41% | 36,594 | Added |
| 17 | MTUM | ISHARES TR | $1.8M | 0.41% | 6,804 | Trimmed |
| 18 | JPM | JPMORGAN CHASE & CO | $1.4M | 0.34% | 4,706 | Added |
| 19 | AAPL | APPLE INC | $1.4M | 0.33% | 5,482 | Trimmed |
| 20 | DFSV | DIMENSIONAL ETF TRUST | $1.4M | 0.32% | 38,427 | Added |
| 21 | ES | EVERSOURCE ENERGY | $1.1M | 0.26% | 15,688 | Trimmed |
| 22 | SPY | STATE STR SPDR S&P 500 ETF T | $925,646 | 0.22% | 1,369 | Added |
| 23 | MSFT | MICROSOFT CORP | $883,378 | 0.21% | 2,360 | Trimmed |
| 24 | GOOG | ALPHABET INC | $860,945 | 0.20% | 2,735 | Added |
| 25 | IMTM | ISHARES TR | $742,079 | 0.17% | 14,432 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31