HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 DIMENSIONAL ETF TRUST (DFAT) |
1,046,514 | +112,703 | $56,962 |
| DFAT | 1,046,514 | +112,703 | $56,962 |
| DIMENSIONAL ETF TRUST (DFCF) |
505,052 | +46,299 | $21,187 |
| DFCF | 505,052 | +46,299 | $21,187 |
| DIMENSIONAL ETF TRUST (DUHP) |
667,467 | +175,487 | $21,099 |
| DUHP | 667,467 | +175,487 | $21,099 |
| DIMENSIONAL ETF TRUST (DFEM) |
825,423 | +117,215 | $21,040 |
| DFEM | 825,423 | +117,215 | $21,040 |
| DIMENSIONAL ETF TRUST (DFLV) |
681,849 | +94,115 | $20,449 |
| DFLV | 681,849 | +94,115 | $20,449 |
| DIMENSIONAL ETF TRUST (DCOR) |
250,686 | +80,443 | $14,703 |
| DCOR | 250,686 | +80,443 | $14,703 |
| DIMENSIONAL ETF TRUST (DFSD) |
246,222 | +72,390 | $11,582 |
| DFSD | 246,222 | +72,390 | $11,582 |
| DIMENSIONAL ETF TRUST (DFAR) |
516,955 | +156,475 | $11,564 |
| DFAR | 516,955 | +156,475 | $11,564 |
| DIMENSIONAL ETF TRUST (DIHP) |
422,240 | +109,207 | $11,375 |
| DIHP | 422,240 | +109,207 | $11,375 |
| ISHARES TR (MTUM) |
42,939 | -19,998 | $8,045 |
| MTUM | 42,939 | -19,998 | $8,045 |
| NB BANCORP INC |
419,241 | +106,611 | $5,727 |
| NBBK | 419,241 | +106,611 | $5,727 |
| ISHARES TR (IMTM) |
99,639 | -49,760 | $3,909 |
| IMTM | 99,639 | -49,760 | $3,909 |
| DIMENSIONAL ETF TRUST (DFGR) |
134,845 | -60,050 | $3,443 |
| DFGR | 134,845 | -60,050 | $3,443 |
| DIMENSIONAL ETF TRUST (DFAC) |
100,382 | +6,103 | $3,207 |
| DFAC | 100,382 | +6,103 | $3,207 |
| DIMENSIONAL ETF TRUST (DUSB) |
38,622 | +17,334 | $1,953 |
| DUSB | 38,622 | +17,334 | $1,953 |
| VANGUARD INDEX FDS (VOO) |
3,759 | +12 | $1,807 |
| VOO | 3,759 | +12 | $1,807 |
| MICROSOFT CORP |
2,288 | +2 | $963 |
| MSFT | 2,288 | +2 | $963 |
| JPMORGAN CHASE & CO |
4,519 | -74 | $905 |
| JPM | 4,519 | -74 | $905 |
| APPLE INC |
4,901 | -19 | $840 |
| AAPL | 4,901 | -19 | $840 |
| DIMENSIONAL ETF TRUST (DFIC) |
28,321 | +2,585 | $758 |
| DFIC | 28,321 | +2,585 | $758 |
| SPDR S&P 500 ETF TR (SPY) |
1,298 | +2 | $679 |
| SPY | 1,298 | +2 | $679 |
| AMAZON COM INC |
3,330 | -264 | $601 |
| AMZN | 3,330 | -264 | $601 |
| DIMENSIONAL ETF TRUST (DFSV) |
15,951 | +4,478 | $480 |
| DFSV | 15,951 | +4,478 | $480 |
| ALPHABET INC |
2,954 | -1 | $450 |
| GOOG | 2,954 | -1 | $450 |
 BERKSHIRE HATHAWAY INC DEL |
$392 | ||
| BRK.B | 933 | -10 | $392 |
| ALPHABET INC |
2,180 | UNCH | $329 |
| GOOGL | 2,180 | UNCH | $329 |
| PROSHARES TR (UPRO) |
4,536 | +635 | $320 |
| UPRO | 4,536 | +635 | $320 |
| VANGUARD WORLD FD (MGC) |
1,426 | +5 | $266 |
| MGC | 1,426 | +5 | $266 |
See Full List: All Stocks Held By Great Oak Capital Partners LLC
Including:
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Great Oak Capital Partners LLC
|
Size ($ in 1000's)
At 03/31/2024: $225,291 At 12/31/2023: $187,324 Great Oak Capital Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Great Oak Capital Partners LLC 13F filings. Link to 13F filings: SEC filings |
