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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

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
RIM
RW Investment Management Eagle, Idaho $1.14B AUM
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

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

Great Oak Capital Partners reduced its Dimensional International Core Equity 2 ETF (DFIC) stake by 11% in Q2 2026, selling an estimated $44.5K and leaving 9,947 shares worth $371K. The position accounts for 0.08% of the portfolio, ranked #35.

Great Oak Capital Partners first reported a position in DFIC in Q4 2023 and has held it in 11 quarters since. The position peaked at $758K in Q1 2024. 637 funds tracked by Wall St. Rank hold DFIC as of Q2 2026.

  • Great Oak Capital Partners held 9,947 shares of Dimensional International Core Equity 2 ETF worth $371K as of Q2 2026.
  • Great Oak Capital Partners sold 1,186 Dimensional International Core Equity 2 ETF shares in Q2 2026, an estimated $44.5K.
  • Dimensional International Core Equity 2 ETF made up 0.08% of Great Oak Capital Partners's portfolio in Q2 2026, its #35 holding.
  • Great Oak Capital Partners first reported a position in Dimensional International Core Equity 2 ETF in Q4 2023 and has held it in 11 quarters since.
  • Great Oak Capital Partners's Dimensional International Core Equity 2 ETF position peaked at $758K in Q1 2024.
  • 637 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q2 2026.

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