SageOak Financial, LLC DFCF Holdings History
Number of Shares
249,403.00
Current Holdings Value*
$10.49 Mil
% of Portfolio
9.3%
Total Estimate Gain
$-1,754.80
% of Total Estimate Gain
-0.02%
SageOak Financial, LLC's Dimensional Core Fixed Income ETF Holding Summary
As of 2025-03-31, SageOak Financial, LLC held 249,403.00 shares of Dimensional Core Fixed Income ETF(DFCF), totaling $10.49 Mil. This investment constitutes 9.3% of their stock portfolio, and SageOak Financial, LLC now holds 0.16% of the outstanding Dimensional Core Fixed Income ETF(DFCF) stock.
The initial trade took place in 2024Q4. And since then SageOak Financial, LLC has made 1 purchases of DFCF, at an average price of $41.97, for a total of 249,403.00 shares. Based on historical transaction data and DFCF's current price of $41.96, SageOak Financial, LLC's estimated gain on his DFCF holdings is $-1,754.80, reflecting a -0.02% gain to date.
SageOak Financial, LLC DFCF ($41.96) Holding Chart
SageOak Financial, LLC DFCF ($41.96) 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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