Sage Oak Financial, LLC DIMENSIONAL ETF TRUST Transaction History

Sage Oak Financial, LLC

  • $113 Billion
  • Q1 2025
Number of Shares
211,526
Previous 153,078 38.18%
Holding current value
$11.1 Billion
Previous $8.01 Billion 38.0%
% of portfolio
9.8%
Previous 7.32%

Shares

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

May 02, 2025
BUY
N/A
58,448 Added 38.18%
211,526 $11.1 Billion
Q4 2024

Feb 10, 2025
BUY
N/A
153,078 New
153,078 $8.01 Billion
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