Sage Oak Financial, LLC Dimensional ETF Tr Call Options Transaction History

Sage Oak Financial, LLC

$109 Billion
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DFAU

# of Institutions

481

Shares Held

2.18B

Call Options Held

0

Put Options Held

400

Elser Financial Planning, Inc Indianapolis, IN

1.98B
Shares

$76.6 Billion
4.8% of portfolio
Essential Planning, Llc. Portsmouth, NH

77.8M
Shares

$3.01 Billion
21.06% of portfolio
Sequoia Financial Advisors, LLC

4.94M
Shares

$191 Million
1.73% of portfolio
Parsec Financial Management, Inc.

4.15M
Shares

$161 Million
5.04% of portfolio
Modera Wealth Management, LLC

3.64M
Shares

$141 Million
1.81% of portfolio

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.