SageOak Financial, LLC
Q1 2025 13F Holdings
- Locationtulsa, OK
- Num holdings
32
- Value ($000)
$112,798
- Date Filed05/02/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $23.10 M | 21 % | 700,076 | ||
DFSD DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | $17.96 M | 16 % | 377,959 | ||
DCOR DIMENSIONAL ETF TRUST | US CORE EQUITY 1 | 25434V625 | $14.00 M | 12 % | 228,322 | ||
DFGX DIMENSIONAL ETF TRUST | GLOBAL EX US COR | 25434V575 | $11.05 M | 10 % | 211,526 | ||
DFCF DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $10.49 M | 9 % | 249,403 | ||
DFIC DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $10.04 M | 9 % | 361,686 | ||
DGCB DIMENSIONAL ETF TRUST | GLOBAL CR ETF | 25434V567 | $5.49 M | 5 % | 103,269 | ||
DFEM DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | $4.66 M | 4 % | 176,055 | ||
PTL NORTHERN LTS FD TR IV | INSPIRE 500 ETF | 66537J796 | $1.81 M | 2 % | 8,815 | ||
DFGR DIMENSIONAL ETF TRUST | GLOBAL REAL EST | 25434V658 | $1.42 M | 1 % | 54,067 |
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