SageOak Financial, LLC: 13F holdings
CIK 20558292026Q2
| Positions | 37 |
|---|---|
| Reported value | $153.8m |
| Filed | 2026-07-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 746,357 | $33.1m | 21.5% |
| DIMENSIONAL ETF TRUST | 271,900 | $22.3m | 14.5% |
| DFSD DIMENSIONAL ETF TRUST | 418,286 | $20.0m | 13.0% |
| DFIC DIMENSIONAL ETF TRUST | 378,366 | $14.1m | 9.2% |
| DIMENSIONAL ETF TRUST | 246,732 | $13.2m | 8.6% |
| DFCF DIMENSIONAL ETF TRUST | 308,950 | $13.0m | 8.5% |
| DIMENSIONAL ETF TRUST | 139,121 | $7.6m | 4.9% |
| DFEM DIMENSIONAL ETF TRUST | 163,453 | $6.6m | 4.3% |
| NORTHERN LTS FD TR IV | 58,611 | $2.2m | 1.5% |
| TIDAL TRUST I | 34,529 | $2.0m | 1.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2055829")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.