Sage Oak Financial, LLC Dimensional ETF Tr Short Durat Transaction History

Sage Oak Financial, LLC

  • $125 Billion
  • Q2 2025

A detailed history of Sage Oak Financial, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Sage Oak Financial, LLC holds 353,618 shares of DFSD stock, worth $17.1 Million. This represents 13.58% of its overall portfolio holdings.

Number of Shares
353,618
Previous 377,959 6.44%
Holding current value
$17.1 Million
Previous $18 Billion 5.48%
% of portfolio
13.58%
Previous 15.92%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
SELL
$47.09 - $48.01 $1.15 Million - $1.17 Million
-24,341 Reduced 6.44%
353,618 $17 Billion
Q1 2025

May 02, 2025
BUY
$46.74 - $47.55 $3.81 Million - $3.87 Million
81,438 Added 27.46%
377,959 $18 Billion
Q4 2024

Feb 10, 2025
BUY
$46.75 - $47.8 $13.9 Million - $14.2 Million
296,521 New
296,521 $13.9 Billion

Others Institutions Holding DFSD

# of Institutions
377
Shares Held
79M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR SHORT DURAT

DFSD Quotes by TradingView
  • Ticker DFSD
  • Sector ETFs
  • Industry ETFs
More about DFSD
Track This Portfolio

Track Sage Oak Financial, LLC Portfolio

Follow Sage Oak Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sage Oak Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sage Oak Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email