SageOak Financial, LLC DFIC Holdings History
Number of Shares
361,686.00
Current Holdings Value*
$10.04 Mil
% of Portfolio
8.9%
Total Estimate Gain
$1.54 Mil
% of Total Estimate Gain
15.92%
SageOak Financial, LLC's Dimensional International Core Equity 2 ETF Holding Summary
As of 2025-03-31, SageOak Financial, LLC held 361,686.00 shares of Dimensional International Core Equity 2 ETF(DFIC), totaling $10.04 Mil. This investment constitutes 8.9% of their stock portfolio, and SageOak Financial, LLC now holds 0.12% of the outstanding Dimensional International Core Equity 2 ETF(DFIC) stock.
The initial trade took place in 2024Q4. And since then SageOak Financial, LLC has made 1 purchases of DFIC, at an average price of $26.81, for a total of 361,686.00 shares. Based on historical transaction data and DFIC's current price of $31.08, SageOak Financial, LLC's estimated gain on his DFIC holdings is $1.54 Mil, reflecting a 15.92% gain to date.
SageOak Financial, LLC DFIC ($31.08) Holding Chart
SageOak Financial, LLC DFIC ($31.08) 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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