Sage Oak Financial, LLC DIMENSIONAL ETF TRUST Transaction History

Sage Oak Financial, LLC

  • $136 Billion
  • Q3 2025
Number of Shares
223,036
Previous 210,523 5.94%
Holding current value
$12 Billion
Previous $11.2 Billion 7.14%
% of portfolio
8.85%
Previous 8.99%

Shares

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

Oct 28, 2025
BUY
N/A
12,513 Added 5.94%
223,036 $12 Billion
Q2 2025

Aug 08, 2025
SELL
N/A
-1,003 Reduced 0.47%
210,523 $11.2 Billion
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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