Great Oak Capital Partners, LLC has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $266 Billion distributed in 33 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Target with a value of $62B, Dimensional ETF Tr Dimensional with a value of $27.7B, Dimensional ETF Tr Emerging Mk with a value of $24.9B, Dimensional ETF Tr Core Fxd In with a value of $23.7B, and Dimensional Us Large Cap Value ETF with a value of $22.7B.
Examining the 13F form we can see an increase of $40.5B in the current position value, from $225B to 266B.
Great Oak Capital Partners, LLC is based out at South Easton, MA
Below you can find more details about Great Oak Capital Partners, LLC portfolio as well as his latest detailed transactions.
