Great Oak Capital Partners Q2 2026 Activity: Significant Buys in Dimensional ETFs

Great Oak Capital Partners, LLC significantly boosted its positions in several Dimensional ETF Trust (ETF) holdings during Q2 2026. The investment firm demonstrated strong buying activity, particularly evident in their substantial increase in DFCF shares.

The largest purchase by Great Oak Capital Partners this quarter was concentrated in the Dimensional ETF TRUST (ETF). Specifically, they acquired a notable amount of TNA, increasing their stake from 3143 shares to an unspecified higher number. This resulted in a portfolio percentage allocation jump for TNA from just 0.05% to its current level, indicating a significant strategic move by the firm.

Across other Dimensional ETF holdings, Great Oak Capital Partners showed continued confidence through selective buying and rebalancing:

• DFSD: The firm increased its position by acquiring an additional 68158 shares, representing a nearly 12% increase in the quarter.
• DIHP: Great Oak Capital Partners added 18312 shares to this holding, boosting its allocation by about 0.47%.
• DFAC: The investor increased their position slightly with a gain of -4.58%, indicating share growth despite market conditions.
• DUSB: Great Oak Capital Partners added shares to this holding, contributing positively to their overall portfolio allocation.

Conversely, the firm also made adjustments elsewhere in its Dimensional ETF portfolio:

• DFAT: Great Oak Capital Partners increased their position by a smaller margin (0.42%), adding just over 6,000 shares.
• DCOR: The investor slightly boosted this holding with an increase of about 1.37% in the quarter.
• DFEM: Great Oak Capital Partners reduced their position by approximately 1.32%, selling off around 14,500 shares.
• DFLV: The firm slightly increased its stake in this ETF holding during the quarter.
• DIHP (already mentioned): This was also a position increase, not a decrease.

The changes in Great Oak Capital Partners' Dimensional ETF holdings reflect their dynamic investment strategy. The firm appears to be actively managing its portfolio by both adding new positions and slightly trimming others like DFEM during Q2 2026.

For a comprehensive view of Great Oak Capital Partners' investment activities, including their Dimensional ETF holdings and other stock positions, please visit their institutional profile.