Sage Oak Financial, LLC DIMENSIONAL ETF TRUST Transaction History

Sage Oak Financial, LLC

  • $125 Billion
  • Q2 2025
Number of Shares
58,349
Previous 54,067 7.92%
Holding current value
$1.57 Billion
Previous $1.42 Billion 10.26%
% of portfolio
1.25%
Previous 1.26%

Shares

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

Aug 08, 2025
BUY
N/A
4,282 Added 7.92%
58,349 $1.57 Billion
Q1 2025

May 02, 2025
BUY
N/A
14,109 Added 35.31%
54,067 $1.42 Billion
Q4 2024

Feb 10, 2025
BUY
N/A
39,958 New
39,958 $1.02 Billion
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