SageOak Financial, LLC — 13F holdings

SageOak Financial, LLC reported 35 holdings worth $154M in its 13F filing for Q3 2026, filed October 19, 2026.

Largest positions

  1. DIMENSIONAL ETF TRUST — $33.1M (21.5%)
  2. DCOR DFA INVT DIMENSIONS GROUP IN — $22.6M (14.7%)
  3. DFSD DIMENSIONAL ETF TRUST — $20.6M (13.4%)
  4. DFIC DIMENSIONAL ETF TRUST — $14.3M (9.3%)
  5. DFGX DIMENSIONAL ETF TRUST — $13.4M (8.7%)
  6. DFCF DIMENSIONAL ETF TRUST — $13.2M (8.6%)
  7. DGCB DIMENSIONAL ETF TRUST — $7.61M (5.0%)
  8. DFEM DIMENSIONAL ETF TRUST — $6.57M (4.3%)
  9. WWJD NORTHERN LTS FD TR IV — $2.45M (1.6%)
  10. SPUS TIDAL TRUST I — $2.03M (1.3%)