Great Oak Capital Partners’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$42M	Sell	1,087,715 -14,570	-1%	-$572K	9.09%	3
2026 Q1	$40.4M	Buy	1,102,285 +12,396	+1%	+$440K	9.4%	2
2025 Q4	$36.9M	Sell	1,089,889 -30,949	-3%	-$1.01M	9.25%	3
2025 Q3	$36.2M	Buy	1,120,838 +24,987	+2%	+$771K	9.51%	3
2025 Q2	$32.7M	Buy	1,095,851 +67,662	+7%	+$1.86M	9.35%	3
2025 Q1	$26.1M	Hold	1,028,189	–	–	8.71%	3
2024 Q4	$26.1M	Buy	1,028,189 +40,318	+4%	+$1.1M	8.71%	3
2024 Q3	$28.2M	Buy	987,871 +35,638	+4%	+$957K	9.76%	3
2024 Q2	$24.9M	Buy	952,233 +126,810	+15%	+$3.32M	9.38%	3
2024 Q1	$21M	Buy	825,423 +117,215	+17%	+$2.91M	9.34%	4
2023 Q4	$17.7M	Buy	+708,208	New	+$16.8M	9.44%	3

Other funds holding DFEM

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

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

Great Oak Capital Partners reduced its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 1.3% in Q2 2026, selling an estimated $572K and leaving 1,087,715 shares worth $42M. The position accounts for 9.09% of the portfolio, ranked #3.

Great Oak Capital Partners first reported a position in DFEM in Q4 2023 and has held it in 11 quarters since. 596 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

Great Oak Capital Partners held 1,087,715 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $42M as of Q2 2026.
Great Oak Capital Partners sold 14,570 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $572K.
Dimensional Emerging Markets Core Equity 2 ETF made up 9.09% of Great Oak Capital Partners's portfolio in Q2 2026, its #3 holding.
Great Oak Capital Partners first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2023 and has held it in 11 quarters since.
596 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

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