GREAT OAK CAPITAL PARTNERS, LLC — 13F holdings

GREAT OAK CAPITAL PARTNERS, LLC reported 45 holdings worth $463M in its 13F filing for Q2 2026, filed July 14, 2026.

Largest positions

  1. DIMENSIONAL ETF TRUST — $100M (21.7%)
  2. DIMENSIONAL ETF TRUST — $44.5M (9.6%)
  3. DFEM DIMENSIONAL ETF TRUST — $42.0M (9.1%)
  4. DFCF DIMENSIONAL ETF TRUST — $37.3M (8.1%)
  5. DFLV DIMENSIONAL ETF TRUST — $37.0M (8.0%)
  6. DISV DIMENSIONAL ETF TRUST — $35.5M (7.7%)
  7. DIMENSIONAL ETF TRUST — $33.0M (7.1%)
  8. DFSD DIMENSIONAL ETF TRUST — $31.6M (6.8%)
  9. DIMENSIONAL ETF TRUST — $28.7M (6.2%)
  10. DIHP DIMENSIONAL ETF TRUST — $24.4M (5.3%)