Sage Oak Financial, LLC DIMENSIONAL ETF TRUST Transaction History

Sage Oak Financial, LLC

  • $136 Billion
  • Q3 2025
Number of Shares
120,093
Previous 113,244 6.05%
Holding current value
$6.66 Billion
Previous $6.14 Billion 8.43%
% of portfolio
4.9%
Previous 4.91%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 28, 2025
BUY
N/A
6,849 Added 6.05%
120,093 $6.66 Billion
Q2 2025

Aug 08, 2025
BUY
N/A
9,975 Added 9.66%
113,244 $6.14 Billion
Q1 2025

May 02, 2025
BUY
N/A
43,070 Added 71.55%
103,269 $5.49 Billion
Q4 2024

Feb 10, 2025
BUY
N/A
60,199 New
60,199 $3.17 Billion
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