Sage Oak Financial, LLC Dimensional ETF Tr Dimensional Transaction History
Sage Oak Financial, LLC
- $109 Billion
- Q4 2024
A detailed history of Sage Oak Financial, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Sage Oak Financial, LLC holds 353,646 shares of DFIC stock, worth $9.65 Million. This represents 8.35% of its overall portfolio holdings.
Number of Shares
353,646Holding current value
$9.65 Million% of portfolio
8.35%Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
410Shares Held
2.27BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$55.2 Billion3.13% of portfolio
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Envestnet Asset Management Inc27MShares$737 Million0.25% of portfolio
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Mercer Global Advisors Inc Denver, CO25.7MShares$703 Million1.59% of portfolio
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Forum Financial Management, LP Lombard, IL15.8MShares$431 Million8.47% of portfolio
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Evensky & Katz LLC5.9MShares$161 Million10.81% of portfolio