GOCP
DFCF icon

Great Oak Capital Partners’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Great Oak Capital Partners’s Portfolio DFCF Stock Details DFCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$34.5M Buy
812,515
+48,366
+6% +$2.06M 8.03% 5
2025
Q4 		$32.5M Buy
764,149
+73,825
+11% +$3.16M 8.16% 4
2025
Q3 		$29.6M Buy
690,324
+18,438
+3% +$782K 7.78% 5
2025
Q2 		$28.2M Buy
671,886
+52,795
+9% +$2.2M 8.07% 4
2025
Q1 		$25.3M Hold
619,091
– – 8.44% 4
2024
Q4 		$25.3M Buy
619,091
+54,714
+10% +$2.3M 8.44% 4
2024
Q3 		$24.2M Buy
564,377
+6,422
+1% +$274K 8.36% 5
2024
Q2 		$23.7M Buy
557,955
+52,903
+10% +$2.19M 8.93% 4
2024
Q1 		$21.2M Buy
505,052
+46,299
+10% +$1.94M 9.4% 2
2023
Q4 		$19.5M Buy
+458,753
New +$18.8M 10.38% 2

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TI
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PHWA
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FMI
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AC
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TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.06B AUM 37.26% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.26B AUM 14.64% 1-Year Est. Return