SageOak Financial, LLC DFGR Holdings History
SageOak Financial, LLC's Dimensional Global Real Estate ETF Holding Summary
As of 2025-03-31, SageOak Financial, LLC held 54,067.00 shares of Dimensional Global Real Estate ETF(DFGR), totaling $1.42 Mil. This investment constitutes 1.26% of their stock portfolio, and SageOak Financial, LLC now holds 0.06% of the outstanding Dimensional Global Real Estate ETF(DFGR) stock.
The initial trade took place in 2024Q4. And since then SageOak Financial, LLC has made 1 purchases of DFGR, at an average price of $27.07, for a total of 54,067.00 shares. Based on historical transaction data and DFGR's current price of $26.78, SageOak Financial, LLC's estimated gain on his DFGR holdings is $-15,814.22, reflecting a -1.08% gain to date.
SageOak Financial, LLC DFGR ($26.78) Holding Chart
SageOak Financial, LLC DFGR ($26.78) 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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