GOCP
DFSD

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
2026
Q2 		$31.6M Buy
663,877
+68,158
+11% +$3.26M 6.82% 8
2026
Q1 		$28.6M Buy
595,719
+16,176
+3% +$778K 6.65% 8
2025
Q4 		$27.8M Buy
579,543
+107,014
+23% +$5.16M 6.97% 8
2025
Q3 		$22.8M Buy
472,529
+9,806
+2% +$472K 5.99% 8
2025
Q2 		$22.2M Buy
462,723
+15,109
+3% +$720K 6.35% 8
2025
Q1 		$20.9M Hold
447,614
– – 6.99% 7
2024
Q4 		$20.9M Buy
447,614
+82,206
+22% +$3.89M 6.99% 7
2024
Q3 		$17.4M Buy
365,408
+23,543
+7% +$1.12M 6.01% 8
2024
Q2 		$16.2M Buy
341,865
+95,643
+39% +$4.49M 6.1% 8
2024
Q1 		$11.6M Buy
246,222
+72,390
+42% +$3.4M 5.14% 7
2023
Q4 		$8.17M Buy
+173,832
New +$8.1M 4.36% 9

Other funds holding DFSD

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
RIAS
Rachor Investment Advisory Services Linden, Michigan $203M AUM
5NPW
55 North Private Wealth Winter Park, Florida $508M AUM
CAM
CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return
SRCM
Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

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

Great Oak Capital Partners increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 11% in Q2 2026, buying an estimated $3.26M and bringing the position to 663,877 shares worth $31.6M. The position accounts for 6.82% of the portfolio, ranked #8.

Great Oak Capital Partners first reported a position in DFSD in Q4 2023 and has held it in 11 quarters since. 100 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Great Oak Capital Partners held 663,877 shares of Dimensional Short-Duration Fixed Income ETF worth $31.6M as of Q2 2026.
  • Great Oak Capital Partners bought 68,158 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $3.26M.
  • Dimensional Short-Duration Fixed Income ETF made up 6.82% of Great Oak Capital Partners's portfolio in Q2 2026, its #8 holding.
  • Great Oak Capital Partners first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2023 and has held it in 11 quarters since.
  • 100 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

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