Great Oak Capital Partners’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$22.8M	Buy
2025 Q2	$22.2M	Buy
2025 Q1	$20.9M	Hold
2024 Q4	$20.9M	Buy
2024 Q3	$17.4M	Buy
2024 Q2	$16.2M	Buy
2024 Q1	$11.6M	Buy
2023 Q4	$8.17M	Buy