Sage Oak Financial, LLC Dimensional ETF Tr Core Fxd In Transaction History
Sage Oak Financial, LLC
- $113 Billion
- Q1 2025
A detailed history of Sage Oak Financial, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Sage Oak Financial, LLC holds 249,403 shares of DFCF stock, worth $10.4 Million. This represents 9.3% of its overall portfolio holdings.
Number of Shares
249,403
Previous 180,687
38.03%
Holding current value
$10.4 Million
Previous $7.46 Billion
40.67%
% of portfolio
9.3%
Previous 6.81%
Shares
2 transactions
Others Institutions Holding DFCF
# of Institutions
427Shares Held
113MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.3MShares$470 Million13.24% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3MShares$125 Million11.48% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$116 Million1.39% of portfolio
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Wp Wealth LLP Fort Worth, TX2.77MShares$115 Million23.4% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.69MShares$112 Million1.41% of portfolio