Sage Oak Financial, LLC Dimensional ETF Tr Short Durat Transaction History

Sage Oak Financial, LLC

  • $113 Billion
  • Q1 2025

A detailed history of Sage Oak Financial, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Sage Oak Financial, LLC holds 377,959 shares of DFSD stock, worth $18 Million. This represents 15.92% of its overall portfolio holdings.

Number of Shares
377,959
Previous 296,521 27.46%
Holding current value
$18 Million
Previous $13.9 Billion 29.2%
% of portfolio
15.92%
Previous 12.7%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
BUY
$46.74 - $47.55 $3.81 Million - $3.87 Million
81,438 Added 27.46%
377,959 $18 Billion
Q4 2024

Feb 10, 2025
BUY
$46.75 - $47.8 $13.9 Million - $14.2 Million
296,521 New
296,521 $13.9 Billion

Others Institutions Holding DFSD

# of Institutions
352
Shares Held
67.9M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR SHORT DURAT

DFSD Quotes by TradingView
  • Ticker DFSD
  • Sector ETFs
  • Industry ETFs
More about DFSD
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