Great Oak Capital Partners’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$371K	Sell	9,947 -1,186	-11%	-$44.5K	0.08%	35
2026 Q1	$415K	Sell	11,133 -302	-3%	-$11K	0.1%	34
2025 Q4	$398K	Sell	11,435 -1,269	-10%	-$42.4K	0.1%	32
2025 Q3	$418K	Sell	12,704 -1,674	-12%	-$53.4K	0.11%	35
2025 Q2	$447K	Sell	14,378 -2,240	-13%	-$65.6K	0.13%	28
2025 Q1	$424K	Hold	16,618	–	–	0.14%	28
2024 Q4	$424K	Sell	16,618 -3,215	-16%	-$86.2K	0.14%	28
2024 Q3	$553K	Sell	19,833 -2,209	-10%	-$59.8K	0.19%	24
2024 Q2	$574K	Sell	22,042 -6,279	-22%	-$167K	0.22%	24
2024 Q1	$758K	Buy	28,321 +2,585	+10%	+$66.3K	0.34%	20
2023 Q4	$657K	Buy	+25,736	New	+$612K	0.35%	21

Other funds holding DFIC

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

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

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

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

Henrickson Nauta Wealth Advisors Belmont, Michigan $410M AUM 25.02% 1-Year Est. Return

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

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

Verisail Partners Chamblee, Georgia $270M AUM 16.03% 1-Year Est. Return

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