StockDriftsStockDriftsTop 34 SageOak Financial, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 21.18% | 771.8K | $30.0M | +2.35%(+17.71K) | $34.47(+28.37%) | 2026-03-31 | |
| DCOR | DIMENSIONAL ETF TRUST | 13.75% | 270.2K | $19.5M | +2.15%(+5.69K) | $64.02(+28.09%) | 2026-03-31 | |
| DFSD | DIMENSIONAL ETF TRUST | 13.57% | 401.3K | $19.2M | +1.02%(+4.07K) | $47.38(+0.78%) | 2026-03-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 9.64% | 384.3K | $13.7M | -2.66%(-10.49K) | $27.38(+37.37%) | 2026-03-31 | |
| DFCF | DIMENSIONAL ETF TRUST | 8.78% | 294.5K | $12.4M | +2.42%(+6.97K) | $42.14(+0.11%) | 2026-03-31 | |
| DFGX | DIMENSIONAL ETF TRUST | 8.78% | 237.1K | $12.4M | +1.48%(+3.46K) | $53.00(+0.85%) | 2026-03-31 | |
| DGCB | DIMENSIONAL ETF TRUST | 5.02% | 131.3K | $7.1M | +5.02%(+6.27K) | $53.56(+2.01%) | 2026-03-31 | |
| DFEM | DIMENSIONAL ETF TRUST | 4.37% | 179.2K | $6.2M | -1.70%(-3.09K) | $27.28(+44.38%) | 2026-03-31 | |
| DFGR | DIMENSIONAL ETF TRUST | 1.25% | 66.5K | $1.8M | +2.49%(+1.62K) | $26.84(+9.33%) | 2026-03-31 | |
| WWJD | NORTHERN LTS FD TR IV | 1.23% | 46.7K | $1.7M | -0.68%(-321) | $31.10(+24.35%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.20% | +30.22% |
| Top 20 Holdings Unweighted | +11.58% | +38.91% |
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