GOCP
DFSV

Great Oak Capital Partners’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Great Oak Capital Partners’s Portfolio DFSV Stock Details DFSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.51M Buy
38,824
+397
+1% +$14.8K 0.33% 20
2026
Q1 		$1.39M Buy
38,427
+2,555
+7% +$90.3K 0.32% 20
2025
Q4 		$1.19M Buy
35,872
+1,405
+4% +$45.2K 0.3% 20
2025
Q3 		$1.1M Buy
34,467
+743
+2% +$23.2K 0.29% 21
2025
Q2 		$1.04M Buy
33,724
+10,473
+45% +$290K 0.3% 22
2025
Q1 		$710K Hold
23,251
– – 0.24% 23
2024
Q4 		$710K Buy
23,251
+5,378
+30% +$170K 0.24% 23
2024
Q3 		$546K Buy
17,873
+1,195
+7% +$35.8K 0.19% 25
2024
Q2 		$485K Buy
16,678
+727
+5% +$21.1K 0.18% 27
2024
Q1 		$480K Buy
15,951
+4,478
+39% +$128K 0.21% 23
2023
Q4 		$334K Buy
+11,473
New +$298K 0.18% 26

Other funds holding DFSV

AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HWM
Hassell Wealth Management Houma, Louisiana $326M AUM 16.44% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

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

Great Oak Capital Partners increased its Dimensional US Small Cap Value ETF (DFSV) stake by 1% in Q2 2026, buying an estimated $14.8K and bringing the position to 38,824 shares worth $1.51M. The position accounts for 0.33% of the portfolio, ranked #20.

Great Oak Capital Partners first reported a position in DFSV in Q4 2023 and has held it in 11 quarters since. 127 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Great Oak Capital Partners held 38,824 shares of Dimensional US Small Cap Value ETF worth $1.51M as of Q2 2026.
  • Great Oak Capital Partners bought 397 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $14.8K.
  • Dimensional US Small Cap Value ETF made up 0.33% of Great Oak Capital Partners's portfolio in Q2 2026, its #20 holding.
  • Great Oak Capital Partners first reported a position in Dimensional US Small Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 127 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

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