Sage Oak Financial, LLC Dimensional ETF Tr Inflation P Transaction History

Sage Oak Financial, LLC

  • $125 Billion
  • Q2 2025

A detailed history of Sage Oak Financial, LLC transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Sage Oak Financial, LLC holds 5,436 shares of DFIP stock, worth $230,703. This represents 0.18% of its overall portfolio holdings.

Number of Shares
5,436
Previous 9,686 43.88%
Holding current value
$230,703
Previous $408 Million 44.28%
% of portfolio
0.18%
Previous 0.36%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
SELL
$41.11 - $42.42 $174,717 - $180,285
-4,250 Reduced 43.88%
5,436 $227 Million
Q1 2025

May 02, 2025
SELL
$40.27 - $42.11 $10,389 - $10,864
-258 Reduced 2.59%
9,686 $408 Million
Q4 2024

Feb 10, 2025
BUY
$40.31 - $42.43 $400,842 - $421,923
9,944 New
9,944 $403 Million

Others Institutions Holding DFIP

# of Institutions
150
Shares Held
16.6M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR INFLATION P

DFIP Quotes by TradingView
  • Ticker DFIP
  • Sector ETFs
  • Industry ETFs
More about DFIP
Track This Portfolio

Track Sage Oak Financial, LLC Portfolio

Follow Sage Oak Financial, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email