Great Oak Capital Partners’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Great Oak Capital Partners’s Portfolio DFAC Stock Details DFAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.18M	Sell	49,051 -2,353	-5%	-$101K	0.47%	14
2026 Q1	$2.08M	Sell	51,404 -243	-0.5%	-$9.79K	0.48%	14
2025 Q4	$2.06M	Sell	51,647 -3,030	-6%	-$118K	0.52%	14
2025 Q3	$2.11M	Sell	54,677 -4,619	-8%	-$172K	0.56%	14
2025 Q2	$2.16M	Sell	59,296 -4,632	-7%	-$155K	0.62%	14
2025 Q1	$2.2M	Hold	63,928	–	–	0.74%	14
2024 Q4	$2.2M	Sell	63,928 -13,102	-17%	-$461K	0.74%	14
2024 Q3	$2.64M	Sell	77,030 -6,232	-7%	-$206K	0.91%	14
2024 Q2	$2.66M	Sell	83,262 -17,120	-17%	-$540K	1%	15
2024 Q1	$3.21M	Buy	100,382 +6,103	+6%	+$184K	1.42%	14
2023 Q4	$2.76M	Buy	+94,279	New	+$2.55M	1.47%	14

Other funds holding DFAC

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

BEW

Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

OFA

Onyx Financial Advisors Idaho Falls, Idaho $278M AUM 19.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CSIA

Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $615M AUM 21.19% 1-Year Est. Return

BWA

BCU Wealth Advisors Vernon Hills, Illinois $301M AUM 20.28% 1-Year Est. Return

Great Oak Capital Partners's DFAC Position: Q2 2026 in Review

Great Oak Capital Partners reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 4.6% in Q2 2026, selling an estimated $101K and leaving 49,051 shares worth $2.18M. The position accounts for 0.47% of the portfolio, ranked #14.

Great Oak Capital Partners first reported a position in DFAC in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.21M in Q1 2024. 251 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Great Oak Capital Partners held 49,051 shares of Dimensional US Core Equity 2 ETF worth $2.18M as of Q2 2026.
Great Oak Capital Partners sold 2,353 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $101K.
Dimensional US Core Equity 2 ETF made up 0.47% of Great Oak Capital Partners's portfolio in Q2 2026, its #14 holding.
Great Oak Capital Partners first reported a position in Dimensional US Core Equity 2 ETF in Q4 2023 and has held it in 11 quarters since.
Great Oak Capital Partners's Dimensional US Core Equity 2 ETF position peaked at $3.21M in Q1 2024.
251 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Great Oak Capital Partners's 13F filing for Q2 2026, filed 14 Jul 2026.