GREAT OAK CAPITAL PARTNERS, LLC DFIV — DIMENSIONAL INTERNATIONAL VALUE ETF

Ownership history in GREAT OAK CAPITAL PARTNERS, LLC  ·  8 quarters on record

AI Ownership Summary

GREAT OAK CAPITAL PARTNERS, LLC reported DIMENSIONAL INTERNATIONAL VALUE ETF (DFIV) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 3.68% in 2026 Q1. The latest visible filing shows DFIV at 3.68% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DFIV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GREAT OAK CAPITAL PARTNERS, LLC's position in DIMENSIONAL INTERNATIONAL VALUE ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DFIV was reported at 3.68% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.68% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DFIV stock page GREAT OAK CAPITAL PARTNERS, LLC fund profile GREAT OAK CAPITAL PARTNERS, LLC full holdings
How GREAT OAK CAPITAL PARTNERS, LLC held DFIV — position size vs. price
% of Fund (quarterly)    DFIV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 287,126 +1,917 +0.7% 3.68% $15.8M 2026-04-10 $55.12
2025 Q4 REDUCED — — — 285,209 -9,237 -3.1% 3.61% $14.4M 2026-01-06 $50.51
2025 Q3 ADDED — — — 294,446 +8,954 +3.1% 3.58% $13.6M 2025-10-17 $45.45
2025 Q2 ADDED — — — 285,492 +63,599 +28.7% 3.53% $12.3M 2025-07-15 $42.07
2025 Q1 UNCHANGED — — — 221,893 — 0% 2.62% $7.8M 2025-04-22 $38.07
2024 Q4 ADDED — — — 221,893 +103,219 +87.0% 2.62% $7.8M 2025-01-15 $34.82
2024 Q3 ADDED — — — 118,674 +22,251 +23.1% 1.56% $4.5M 2024-10-08 $35.97
2024 Q2 INITIATED — — — 96,423 — — 1.29% $3.4M 2024-08-13 $34.24

🏢 Other funds also holding DFIV

As of 2026 Q1 — sorted by position size

DIXON FNANCIAL SERVICES, INC. 3Y 29.45% Financially in Tune, LLC 20.29% Disciplined Equity Management, Inc. 3Y 10.6% JDH Wealth Management, LLC 10.39% Trinity Financial Advisors LLC 3Y 9.95% Parkwoods Wealth Partners, LLC 9.94% Capstone Wealth Management, LLC 9.74% Shearwater Capital LLC 3Y 9.48% VESTIA PERSONAL WEALTH ADVISORS 9.29% BAYSHORE ASSET MANAGEMENT, LLC 3Y 9.23%

FAQ About GREAT OAK CAPITAL PARTNERS, LLC and DFIV

These are the practical questions this page is built to answer before you even open the full history table.

How long has GREAT OAK CAPITAL PARTNERS, LLC reported owning DFIV?

GREAT OAK CAPITAL PARTNERS, LLC reported DFIV across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported DFIV position in GREAT OAK CAPITAL PARTNERS, LLC's portfolio?

The largest reported portfolio weight for DFIV was 3.68% in 2026 Q1.

What is the latest reported DFIV position on this page?

The most recent filing on this page is 2026 Q1, when GREAT OAK CAPITAL PARTNERS, LLC reported 287,126 shares, equal to 3.68% of portfolio, with an estimated market value of $15.8M.

What does the chart on this DFIV ownership page compare?

The chart compares GREAT OAK CAPITAL PARTNERS, LLC's quarterly DFIV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did GREAT OAK CAPITAL PARTNERS, LLC time their DFIV position?

Based on 13F filing dates vs. subsequent DFIV price moves, GREAT OAK CAPITAL PARTNERS, LLC correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on DFIV relative to SPY over the holding period was +14.8%.

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