Sage Oak Financial, LLC DIMENSIONAL ETF TRUST Transaction History

Sage Oak Financial, LLC

  • $113 Billion
  • Q1 2025
Number of Shares
103,269
Previous 60,199 71.55%
Holding current value
$5.49 Billion
Previous $3.17 Billion 73.41%
% of portfolio
4.87%
Previous 2.89%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
BUY
N/A
43,070 Added 71.55%
103,269 $5.49 Billion
Q4 2024

Feb 10, 2025
BUY
N/A
60,199 New
60,199 $3.17 Billion
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