Sage Oak Financial, LLC DIMENSIONAL ETF TRUST Transaction History

Sage Oak Financial, LLC

  • $125 Billion
  • Q2 2025
Number of Shares
262,918
Previous 228,322 15.15%
Holding current value
$17.6 Billion
Previous $14 Billion 25.52%
% of portfolio
14.06%
Previous 12.41%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
BUY
N/A
34,596 Added 15.15%
262,918 $17.6 Billion
Q1 2025

May 02, 2025
BUY
N/A
25,875 Added 12.78%
228,322 $14 Billion
Q4 2024

Feb 10, 2025
BUY
N/A
202,447 New
202,447 $13 Billion
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