Number of Shares
211,526.00
Current Holdings Value*
$11.05 Mil
% of Portfolio
9.8%
Total Estimate Gain
$-14,695.46
% of Total Estimate Gain
-0.13%

SageOak Financial, LLC's Dimensional Global ex US Core Fixed Income ETF Holding Summary

As of 2025-03-31, SageOak Financial, LLC held 211,526.00 shares of Dimensional Global ex US Core Fixed Income ETF(DFGX), totaling $11.05 Mil. This investment constitutes 9.8% of their stock portfolio, and SageOak Financial, LLC now holds 1.36% of the outstanding Dimensional Global ex US Core Fixed Income ETF(DFGX) stock.

The initial trade took place in 2024Q4. And since then SageOak Financial, LLC has made 1 purchases of DFGX, at an average price of $53.15, for a total of 211,526.00 shares. Based on historical transaction data and DFGX's current price of $53.08, SageOak Financial, LLC's estimated gain on his DFGX holdings is $-14,695.46, reflecting a -0.13% gain to date.

SageOak Financial, LLC DFGX ($53.08) Holding Chart

SageOak Financial, LLC DFGX ($53.08) 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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