SEC Form 13F

GREAT OAK CAPITAL PARTNERS, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-15
Reported value$462,671,781
Positions45

Largest disclosed positions

IssuerTickerClassReported valueReported amount
DIMENSIONAL ETF TRUSTDFATUS TARGETED VLU$100,238,5881,438,350
DIMENSIONAL ETF TRUSTDUHPUS HIGH PROF ETF$44,525,7811,070,846
DIMENSIONAL ETF TRUSTDFEMEMERGING MKTS CO$42,040,1941,087,715
DIMENSIONAL ETF TRUSTDFCFCORE FIXE IN ETF$37,346,470893,243
DIMENSIONAL ETF TRUSTDFLVUS LARG VALU ETF$36,983,517922,973
DIMENSIONAL ETF TRUSTDISVINTL SMALL CAP V$35,494,108871,449
DIMENSIONAL ETF TRUSTDCORUS COR EQU 1 ETF$32,986,770400,422
DIMENSIONAL ETF TRUSTDFSDSHOR DUR FIX ETF$31,574,005663,877
DIMENSIONAL ETF TRUSTDFARUS REAL ESTA ETF$28,692,5731,081,514
DIMENSIONAL ETF TRUSTDIHPINTL HIGH PROFIT$24,410,081722,192

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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