Great Oak Capital Partners, LLC Portfolio Holdings
Great Oak Capital Partners, LLC
- $299 Billion
- Q4 2024
Great Oak Capital Partners, LLC has filed its 13F form on January 15, 2025 for Q4 2024 where it was disclosed a total value porftolio of $299 Billion distributed in 32 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 $67B, Dimensional ETF Tr Dimensional with a value of $30.9B, Dimensional ETF Tr Emerging Mk with a value of $26.1B, Dimensional ETF Tr Core Fxd In with a value of $25.3B, and Dimensional ETF Trust with a value of $24.3B.
Examining the 13F form we can see an increase of $9.96B in the current position value, from $289B to 299B.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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