Sage Oak Financial, LLC Dimensional ETF Tr Core Fxd In Transaction History
Sage Oak Financial, LLC
- $109 Billion
- Q4 2024
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 180,687 shares of DFCF stock, worth $7.53 Million. This represents 6.81% of its overall portfolio holdings.
Number of Shares
180,687Holding current value
$7.53 Million% of portfolio
6.81%Shares
1 transactions
Others Institutions Holding DFCF
# of Institutions
367Shares Held
3.55BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$143 Billion8.57% of portfolio
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Essential Planning, Llc. Portsmouth, NH11.6MShares$481 Million3.2% of portfolio
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Truepoint, Inc.11.1MShares$463 Million12.57% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$124 Million11.32% of portfolio
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Wp Wealth LLP Fort Worth, TX2.66MShares$111 Million23.84% of portfolio