Great Oak Capital Partners’s Dimensional Global Real Estate ETF DFGR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-12,784	Closed	-$361K	–	33
2024 Q3	$361K	Sell	12,784 -24,726	-66%	-$674K	0.12%	29
2024 Q2	$1.01M	Sell	37,510 -97,335	-72%	-$2.4M	0.38%	20
2024 Q1	$3.44M	Sell	134,845 -60,050	-31%	-$1.51M	1.53%	13
2023 Q4	$5.06M	Buy	+194,895	New	+$4.57M	2.7%	12

Other funds holding DFGR

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

BJL

Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Great Oak Capital Partners's DFGR Position: Q4 2024 in Review

Great Oak Capital Partners sold out of Dimensional Global Real Estate ETF (DFGR) in Q4 2024, closing a stake of 12,784 shares — an estimated $361K sold.

Great Oak Capital Partners first reported a position in DFGR in Q4 2023 and held it in 4 quarters. The position peaked at $5.06M in Q4 2023. 243 funds tracked by Wall St. Rank hold DFGR as of Q4 2024.

Great Oak Capital Partners reported no remaining Dimensional Global Real Estate ETF position as of Q4 2024 after selling out during the quarter.
Great Oak Capital Partners sold 12,784 Dimensional Global Real Estate ETF shares in Q4 2024, an estimated $361K.
Great Oak Capital Partners first reported a position in Dimensional Global Real Estate ETF in Q4 2023 and held it in 4 quarters.
Great Oak Capital Partners's Dimensional Global Real Estate ETF position peaked at $5.06M in Q4 2023.
243 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q4 2024.

Based on Great Oak Capital Partners's 13F filing for Q4 2024, filed 15 Jan 2025.