StockDriftsStockDriftsTop 47 Great Oak Capital Partners, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAT | DIMENSIONAL ETF TRUST | 21.56% | 1.43M | $92.7M | +2.48%(+34.65K) | $50.78(+32.21%) | 2026-03-31 | |
| DFEM | DIMENSIONAL ETF TRUST | 9.4% | 1.10M | $40.4M | +1.14%(+12.40K) | $25.18(+57.45%) | 2026-03-31 | |
| DUHP | DIMENSIONAL ETF TRUST | 9.25% | 1.05M | $39.8M | +3.84%(+38.77K) | $29.94(+31.32%) | 2026-03-31 | |
| DISV | DIMENSIONAL ETF TRUST | 8.06% | 838.3K | $34.6M | +1.35%(+11.16K) | $28.63(+43.76%) | 2026-03-31 | |
| DFCF | DIMENSIONAL ETF TRUST | 8.03% | 812.5K | $34.5M | +6.33%(+48.37K) | $41.77(+1.15%) | 2026-03-31 | |
| DFLV | DIMENSIONAL ETF TRUST | 7.82% | 913.7K | $33.6M | +2.26%(+20.22K) | $27.43(+38.44%) | 2026-03-31 | |
| DCOR | DIMENSIONAL ETF TRUST | 6.88% | 395.0K | $29.6M | +2.30%(+8.90K) | $55.90(+41.71%) | 2026-03-31 | |
| DFSD | DIMENSIONAL ETF TRUST | 6.65% | 595.7K | $28.6M | +2.79%(+16.18K) | $47.23(+1.40%) | 2026-03-31 | |
| DFAR | DIMENSIONAL ETF TRUST | 6.04% | 1.06M | $25.9M | +4.98%(+50.12K) | $22.31(+15.14%) | 2026-03-31 | |
| DIHP | DIMENSIONAL ETF TRUST | 5.53% | 703.9K | $23.7M | +2.20%(+15.17K) | $25.90(+29.77%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.52% | +42.47% |
| Top 20 Holdings Unweighted | +12.89% | +43.89% |
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