Sage Oak Financial, LLC Dimensional ETF Tr Inflation P Transaction History
Sage Oak Financial, LLC
- $113 Billion
- Q1 2025
A detailed history of Sage Oak Financial, LLC transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Sage Oak Financial, LLC holds 9,686 shares of DFIP stock, worth $403,615. This represents 0.36% of its overall portfolio holdings.
Number of Shares
9,686
Previous 9,944
2.59%
Holding current value
$403,615
Previous $403 Million
1.3%
% of portfolio
0.36%
Previous 0.37%
Shares
2 transactions
Others Institutions Holding DFIP
# of Institutions
146Shares Held
15.5MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.57MShares$149 Million5.48% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO1.03MShares$42.7 Million13.1% of portfolio
-
Planning Center, Inc.850KShares$35.4 Million5.96% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO790KShares$32.9 Million4.57% of portfolio
-
Hemington Wealth Management719KShares$30 Million4.7% of portfolio