Sage Oak Financial, LLC Dimensional ETF Tr Short Durat Transaction History
Sage Oak Financial, LLC
- $109 Billion
- Q4 2024
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 296,521 shares of DFSD stock, worth $14 Million. This represents 12.7% of its overall portfolio holdings.
Number of Shares
296,521Holding current value
$14 Million% of portfolio
12.7%Shares
1 transactions
Others Institutions Holding DFSD
# of Institutions
299Shares Held
60.4MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$197 Million1.31% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$122 Million11.2% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$113 Million1.35% of portfolio
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Savant Capital, LLC2.31MShares$109 Million0.88% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$98 Million1.09% of portfolio