Great Oak Capital Partners, LLC Portfolio Holdings

Great Oak Capital Partners, LLC has filed its 13F form on October 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $289 Billion distributed in 34 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 $66.5B, Dimensional ETF Tr Dimensional with a value of $30.9B, Dimensional ETF Tr Emerging Mk with a value of $28.2B, Dimensional ETF Trust with a value of $24.6B, and Dimensional ETF Tr Core Fxd In with a value of $24.2B.

Examining the 13F form we can see an increase of $23.4B in the current position value, from $266B to 289B.

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.