Sage Oak Financial, LLC Dimensional ETF Tr U S Core Eq Transaction History
Sage Oak Financial, LLC
- $136 Billion
- Q3 2025
A detailed history of Sage Oak Financial, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Sage Oak Financial, LLC holds 769,280 shares of DFAC stock, worth $30 Million. This represents 21.82% of its overall portfolio holdings.
Number of Shares
769,280
Previous 762,261
0.92%
Holding current value
$30 Million
Previous $27.3 Billion
8.61%
% of portfolio
21.82%
Previous 21.85%
Shares
4 transactions
Others Institutions Holding DFAC
# of Institutions
1,155Shares Held
841MCall Options Held
36.6KPut Options Held
7.1K-
Mercer Global Advisors Inc Denver, CO56.6MShares$2.21 Billion4.2% of portfolio
-
Envestnet Asset Management Inc54.8MShares$2.14 Billion0.6% of portfolio
-
Forum Financial Management, LP Lombard, IL40MShares$1.56 Billion23.99% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.46 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$680 Million0.22% of portfolio