Sage Oak Financial, LLC Dimensional ETF Tr Transaction History

Sage Oak Financial, LLC

  • $136 Billion
  • Q3 2025

A detailed history of Sage Oak Financial, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Sage Oak Financial, LLC holds 13,131 shares of DFAX stock, worth $420,323. This represents 0.3% of its overall portfolio holdings.

Number of Shares
13,131
Previous 13,011 0.92%
Holding current value
$420,323
Previous $382 Million 7.83%
% of portfolio
0.3%
Previous 0.31%

Shares

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

Oct 28, 2025
BUY
$29.25 - $31.56 $3,510 - $3,787
120 Added 0.92%
13,131 $412 Million
Q2 2025

Aug 08, 2025
BUY
$23.37 - $29.39 $29,212 - $36,737
1,250 Added 10.63%
13,011 $382 Million
Q1 2025

May 02, 2025
BUY
$24.45 - $27.2 $287,556 - $319,899
11,761 New
11,761 $308 Million

Others Institutions Holding DFAX

# of Institutions
666
Shares Held
257M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
Track This Portfolio

Track Sage Oak Financial, LLC Portfolio

Follow Sage Oak Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sage Oak Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sage Oak Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email