Sage Oak Financial, LLC Dimensional ETF Tr U S Equity Transaction History

Sage Oak Financial, LLC

$109 Billion
Q4 2024

A detailed history of Sage Oak Financial, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Sage Oak Financial, LLC holds 3,655 shares of DFUS stock, worth $220,762. This represents 0.21% of its overall portfolio holdings.

Number of Shares

3,655

Holding current value

$220,762

% of portfolio

0.21%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$61.52 - $66.5 $224,855 - $243,057	3,655 New	3,655 $233 Million

Others Institutions Holding DFUS

# of Institutions

727

Shares Held

163M

Call Options Held

Put Options Held

Prudential Financial Inc Newark, NJ

26.4M
Shares

$1.59 Billion
2.38% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

7.96M
Shares

$481 Million
5.21% of portfolio
Index Fund Advisors, Inc.

5.8M
Shares

$351 Million
20.61% of portfolio
Plancorp, LLC

4.79M
Shares

$289 Million
12.62% of portfolio
Envestnet Asset Management Inc

4.04M
Shares

$244 Million
0.09% of portfolio

View Full List

About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

More about DFUS

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Sage Oak Financial, LLC Dimensional ETF Tr U S Equity Transaction History