Sage Oak Financial, LLC Dimensional ETF Tr U S Core Eq Transaction History
Sage Oak Financial, LLC
- $113 Billion
- Q1 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 700,076 shares of DFAC stock, worth $24.3 Million. This represents 20.48% of its overall portfolio holdings.
Number of Shares
700,076
Previous 585,726
19.52%
Holding current value
$24.3 Million
Previous $20.3 Billion
13.99%
% of portfolio
20.48%
Previous 18.51%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
1,092Shares Held
814MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.86 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.81 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.31 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.29 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$602 Million0.23% of portfolio