Sage Oak Financial, LLC Dimensional ETF Tr Dimensional Transaction History
Sage Oak Financial, LLC
- $125 Billion
- Q2 2025
A detailed history of Sage Oak Financial, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Sage Oak Financial, LLC holds 395,146 shares of DFIC stock, worth $13 Million. This represents 9.83% of its overall portfolio holdings.
Number of Shares
395,146
Previous 361,686
9.25%
Holding current value
$13 Million
Previous $10 Billion
22.31%
% of portfolio
9.83%
Previous 8.9%
Shares
3 transactions
Others Institutions Holding DFIC
# of Institutions
523Shares Held
301MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO31.7MShares$1.04 Billion2.04% of portfolio
-
Envestnet Asset Management Inc28.8MShares$945 Million0.27% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$525 Million8.62% of portfolio
-
Evensky & Katz LLC6.15MShares$202 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.09MShares$167 Million0.21% of portfolio