SageOak Financial, LLC DGCB Holdings History
Number of Shares
103,269.00
Current Holdings Value*
$5.49 Mil
% of Portfolio
4.87%
Total Estimate Gain
$55,590.90
% of Total Estimate Gain
1.01%
SageOak Financial, LLC's Dimensional Global Credit ETF Holding Summary
As of 2025-03-31, SageOak Financial, LLC held 103,269.00 shares of Dimensional Global Credit ETF(DGCB), totaling $5.49 Mil. This investment constitutes 4.87% of their stock portfolio, and SageOak Financial, LLC now holds 0.97% of the outstanding Dimensional Global Credit ETF(DGCB) stock.
The initial trade took place in 2024Q4. And since then SageOak Financial, LLC has made 1 purchases of DGCB, at an average price of $53.36, for a total of 103,269.00 shares. Based on historical transaction data and DGCB's current price of $53.90, SageOak Financial, LLC's estimated gain on his DGCB holdings is $55,590.90, reflecting a 1.01% gain to date.
SageOak Financial, LLC DGCB ($53.90) Holding Chart
SageOak Financial, LLC DGCB ($53.90) 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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