Great Oak Capital Partners’s Dimensional International Value ETF DFIV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$16.5M	Buy	297,894 +10,768	+4%	+$592K	3.56%	11
2026 Q1	$15.8M	Buy	287,126 +1,917	+0.7%	+$102K	3.68%	11
2025 Q4	$14.4M	Sell	285,209 -9,237	-3%	-$439K	3.61%	11
2025 Q3	$13.6M	Buy	294,446 +8,954	+3%	+$401K	3.58%	11
2025 Q2	$12.3M	Buy	285,492 +63,599	+29%	+$2.59M	3.53%	11
2025 Q1	$7.85M	Hold	221,893	–	–	2.62%	11
2024 Q4	$7.85M	Buy	221,893 +103,219	+87%	+$3.79M	2.62%	11
2024 Q3	$4.51M	Buy	118,674 +22,251	+23%	+$823K	1.56%	11
2024 Q2	$3.42M	Buy	+96,423	New	+$3.55M	1.29%	11

Other funds holding DFIV

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

FPAS

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Great Oak Capital Partners increased its Dimensional International Value ETF (DFIV) stake by 3.8% in Q2 2026, buying an estimated $592K and bringing the position to 297,894 shares worth $16.5M. The position accounts for 3.56% of the portfolio, ranked #11.

Great Oak Capital Partners first reported a position in DFIV in Q2 2024 and has held it in 9 quarters since. 894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

Great Oak Capital Partners held 297,894 shares of Dimensional International Value ETF worth $16.5M as of Q2 2026.
Great Oak Capital Partners bought 10,768 Dimensional International Value ETF shares in Q2 2026, an estimated $592K.
Dimensional International Value ETF made up 3.56% of Great Oak Capital Partners's portfolio in Q2 2026, its #11 holding.
Great Oak Capital Partners first reported a position in Dimensional International Value ETF in Q2 2024 and has held it in 9 quarters since.
894 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

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