Sage Oak Financial, LLC DIMENSIONAL ETF TRUST Transaction History

Sage Oak Financial, LLC

  • $136 Billion
  • Q3 2025
Number of Shares
270,248
Previous 262,918 2.79%
Holding current value
$19.4 Billion
Previous $17.6 Billion 10.61%
% of portfolio
14.3%
Previous 14.06%

Shares

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

Oct 28, 2025
BUY
N/A
7,330 Added 2.79%
270,248 $19.4 Billion
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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