Sage Oak Financial, LLC Dimensional ETF Tr Transaction History

Sage Oak Financial, LLC

$109 Billion
Q4 2024

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 44,719 shares of DFAU stock, worth $1.86 Million. This represents 1.65% of its overall portfolio holdings.

Number of Shares

44,719

Holding current value

$1.86 Million

% of portfolio

1.65%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$39.27 - $42.38 $1.76 Million - $1.9 Million	44,719 New	44,719 $1.81 Billion

Others Institutions Holding DFAU

# of Institutions

445

Shares Held

2.17B

Call Options Held

Put Options Held

Elser Financial Planning, Inc Indianapolis, IN

1.98B
Shares

$82.4 Billion
4.8% of portfolio
Essential Planning, Llc. Portsmouth, NH

77.8M
Shares

$3.24 Billion
21.06% of portfolio
Sequoia Financial Advisors, LLC

4.94M
Shares

$206 Million
1.73% of portfolio
Parsec Financial Management, Inc.

4.15M
Shares

$173 Million
5.04% of portfolio
Modera Wealth Management, LLC

3.64M
Shares

$151 Million
1.81% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

More about DFAU

Track This Portfolio

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.

Account

Sage Oak Financial, LLC Dimensional ETF Tr Transaction History