SageOak Financial, LLC DFSD Holdings History
SageOak Financial, LLC's Dimensional Short-Duration Fixed Income ETF Holding Summary
As of 2025-03-31, SageOak Financial, LLC held 377,959.00 shares of Dimensional Short-Duration Fixed Income ETF(DFSD), totaling $17.96 Mil. This investment constitutes 15.92% of their stock portfolio, and SageOak Financial, LLC now holds 0.4% of the outstanding Dimensional Short-Duration Fixed Income ETF(DFSD) stock.
The initial trade took place in 2024Q4. And since then SageOak Financial, LLC has made 1 purchases of DFSD, at an average price of $47.28, for a total of 377,959.00 shares. Based on historical transaction data and DFSD's current price of $47.92, SageOak Financial, LLC's estimated gain on his DFSD holdings is $240,849.62, reflecting a 1.35% gain to date.
SageOak Financial, LLC DFSD ($47.92) Holding Chart
SageOak Financial, LLC DFSD ($47.92) 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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