Sage Oak Financial, LLC Dimensional ETF Tr Core Fxd In Transaction History
Sage Oak Financial, LLC
- $136 Billion
- Q3 2025
A detailed history of Sage Oak Financial, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Sage Oak Financial, LLC holds 276,078 shares of DFCF stock, worth $11.8 Million. This represents 8.68% of its overall portfolio holdings.
Number of Shares
276,078
Previous 250,840
10.06%
Holding current value
$11.8 Million
Previous $10.6 Billion
11.36%
% of portfolio
8.68%
Previous 8.48%
Shares
4 transactions
Others Institutions Holding DFCF
# of Institutions
432Shares Held
120MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.5MShares$493 Million12.43% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3.04MShares$130 Million10.8% of portfolio
-
True Link Financial Advisors, LLC2.82MShares$121 Million8.26% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$120 Million1.31% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.76MShares$118 Million13.94% of portfolio