GOCP
DFAR icon

Great Oak Capital Partners’s Dimensional US Real Estate ETF DFAR Stock Holding History

Great Oak Capital Partners’s Portfolio DFAR Stock Details DFAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$28.7M Buy
1,081,514
+25,839
+2% +$664K 6.2% 9
2026
Q1 		$25.9M Buy
1,055,675
+50,120
+5% +$1.2M 6.04% 9
2025
Q4 		$23.1M Buy
1,005,555
+84,581
+9% +$1.98M 5.79% 9
2025
Q3 		$22M Buy
920,974
+46,561
+5% +$1.1M 5.78% 9
2025
Q2 		$20.6M Buy
874,413
+55,403
+7% +$1.29M 5.89% 9
2025
Q1 		$18.6M Hold
819,010
– – 6.2% 8
2024
Q4 		$18.6M Buy
819,010
+39,808
+5% +$986K 6.2% 8
2024
Q3 		$19.5M Buy
779,202
+34,739
+5% +$841K 6.74% 7
2024
Q2 		$17.8M Buy
744,463
+227,508
+44% +$4.89M 6.71% 7
2024
Q1 		$11.6M Buy
516,955
+156,475
+43% +$3.45M 5.13% 8
2023
Q4 		$8.2M Buy
+360,480
New +$7.38M 4.38% 8

Other funds holding DFAR

MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
OFA
Onyx Financial Advisors Idaho Falls, Idaho $278M AUM 19.67% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
GCA
Gradient Capital Advisors San Diego, California $432M AUM 27.29% 1-Year Est. Return
RIAS
Rachor Investment Advisory Services Linden, Michigan $203M AUM

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

Great Oak Capital Partners increased its Dimensional US Real Estate ETF (DFAR) stake by 2.4% in Q2 2026, buying an estimated $664K and bringing the position to 1,081,514 shares worth $28.7M. The position accounts for 6.2% of the portfolio, ranked #9.

Great Oak Capital Partners first reported a position in DFAR in Q4 2023 and has held it in 11 quarters since. 58 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Great Oak Capital Partners held 1,081,514 shares of Dimensional US Real Estate ETF worth $28.7M as of Q2 2026.
  • Great Oak Capital Partners bought 25,839 Dimensional US Real Estate ETF shares in Q2 2026, an estimated $664K.
  • Dimensional US Real Estate ETF made up 6.2% of Great Oak Capital Partners's portfolio in Q2 2026, its #9 holding.
  • Great Oak Capital Partners first reported a position in Dimensional US Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
  • 58 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q2 2026.

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