Number of Shares
228,322.00
Current Holdings Value*
$14.00 Mil
% of Portfolio
12.41%
Total Estimate Gain
$625,449.02
% of Total Estimate Gain
4.21%

SageOak Financial, LLC's Dimensional US Core Equity 1 ETF Holding Summary

As of 2025-03-31, SageOak Financial, LLC held 228,322.00 shares of Dimensional US Core Equity 1 ETF(DCOR), totaling $14.00 Mil. This investment constitutes 12.41% of their stock portfolio, and SageOak Financial, LLC now holds 0.91% of the outstanding Dimensional US Core Equity 1 ETF(DCOR) stock.

The initial trade took place in 2024Q4. And since then SageOak Financial, LLC has made 1 purchases of DCOR, at an average price of $65.05, for a total of 228,322.00 shares. Based on historical transaction data and DCOR's current price of $67.79, SageOak Financial, LLC's estimated gain on his DCOR holdings is $625,449.02, reflecting a 4.21% gain to date.

SageOak Financial, LLC DCOR ($67.79) Holding Chart

SageOak Financial, LLC DCOR ($67.79) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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