SageOak Financial, LLC
Q3 2025 13F Holdings
- Locationtulsa, OK
- Num holdings
32
- Value ($000)
$135,978
- Date Filed10/28/2025
- Form type13F-HR
- CIK0002055829
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $29.67 M | 22 % | 769,280 | ||
DCOR DIMENSIONAL ETF TRUST | US CORE EQUITY 1 | 25434V625 | $19.44 M | 14 % | 270,248 | ||
DFSD DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | $18.46 M | 14 % | 383,079 | ||
DFIC DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $13.45 M | 10 % | 410,135 | ||
DFGX DIMENSIONAL ETF TRUST | GLOBAL EX US COR | 25434V575 | $12.04 M | 9 % | 223,036 | ||
DFCF DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $11.81 M | 9 % | 276,078 | ||
DGCB DIMENSIONAL ETF TRUST | GLOBAL CR ETF | 25434V567 | $6.66 M | 5 % | 120,093 | ||
DFEM DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | $5.97 M | 4 % | 186,303 | ||
TIDAL TRUST I | SP FDS S&P 500 | 886364801 | $1.78 M | 1 % | 36,025 | ||
DFGR DIMENSIONAL ETF TRUST | GLOBAL REAL EST | 25434V658 | $1.68 M | 1 % | 61,350 |
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