Great Oak Capital Partners, LLC Purchases and Sells in Q2 2025

Great Oak Capital Partners, LLC

21 operations

Stock	Shares change	Price Range	Shares Held
DISV	187K + 28.7%	$25.93 - $32.91 $4.84M - $6.14M	837K $27.8B
DFAT	125K + 10.28%	$44.8 - $53.97 $5.58M - $6.73M	1.34M $75B
DFEM	67.7K + 6.58%	$23.4 - $29.68 $1.58M - $2.01M	1.1M $32.7B
DFIV	63.6K + 28.66%	$34.67 - $43.21 $2.2M - $2.75M	285K $12.3B
DUHP	43.7K + 4.76%	$29.36 - $35.56 $1.28M - $1.56M	963K $34.7B
DIHP	35.2K + 5.53%	$24.32 - $29.74 $855K - $1.05M	672K $19.7B

4 operations

Stock	Shares change	Price Range	Shares Held
DFUS	8.26K New	$53.65 - $67.02 $443K - $554K	8.26K $559M
VTI	1.01K New	$243.75 - $303.93 $246K - $306K	1.01K $309M
JNJ	1.68K New	$146.36 - $159.82 $246K - $269K	1.68K $264M
MGC	927 New	$179.23 - $224.92 $166K - $209K	927 $210M

9 operations

Stock	Shares change	Price Range	Shares Held
NB BANCORP INC	-124K - 66.8%	N/A	61.7K $1.17B
MTUM	-2.6K - 26.75%	$180.84 - $240.32 $471K - $626K	7.13K $1.68B
AMZN	-731 - 25.52%	$167.32 - $223.3 $122K - $163K	2.13K $480M
IMTM	-6.82K - 31.91%	$36.01 - $45.69 $246K - $312K	14.6K $653M
AAPL	-8 - 0.16%	$172.42 - $223.89 $1.38K - $1.79K	4.98K $1.05B
DIMENSIONAL ETF TRUST	-2.08K - 3.23%	N/A	62.2K $3.16B

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