Sage Oak Financial, LLC Dimensional ETF Tr Transaction History
Sage Oak Financial, LLC
- $113 Billion
- Q1 2025
A detailed history of Sage Oak Financial, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Sage Oak Financial, LLC holds 21,319 shares of DFAU stock, worth $871,307. This represents 0.73% of its overall portfolio holdings.
Number of Shares
21,319
Previous 44,719
52.33%
Holding current value
$871,307
Previous $1.81 Billion
54.74%
% of portfolio
0.73%
Previous 1.65%
Shares
2 transactions
Others Institutions Holding DFAU
# of Institutions
503Shares Held
133MCall Options Held
30.6KPut Options Held
700-
Sequoia Financial Advisors, LLC5.63MShares$230 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$170 Million5.04% of portfolio
-
Aquire Wealth Advisors, LLC3.76MShares$154 Million44.46% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.53MShares$144 Million1.69% of portfolio
-
Modera Wealth Management, LLC3.52MShares$144 Million1.87% of portfolio