Sage Oak Financial, LLC DIMENSIONAL ETF TRUST Transaction History

Sage Oak Financial, LLC

  • $113 Billion
  • Q1 2025
Number of Shares
54,067
Previous 39,958 35.31%
Holding current value
$1.42 Billion
Previous $1.02 Billion 39.12%
% of portfolio
1.26%
Previous 0.93%

Shares

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