Sage Oak Financial, LLC DIMENSIONAL ETF TRUST Transaction History

Sage Oak Financial, LLC

  • $113 Billion
  • Q1 2025
Number of Shares
228,322
Previous 202,447 12.78%
Holding current value
$14 Billion
Previous $13 Billion 7.81%
% of portfolio
12.41%
Previous 11.87%

Shares

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