Sage View Advisory Group, LLC Dimensional ETF Tr Dimensional Transaction History
Sage View Advisory Group, LLC
- $1.97 Trillion
- Q3 2024
A detailed history of Sage View Advisory Group, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 78,136 shares of DFAR stock, worth $1.93 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
78,136
Previous 81,290
3.88%
Holding current value
$1.93 Million
Previous $1.8 Billion
11.52%
% of portfolio
0.1%
Previous 0.08%
Shares
8 transactions
Others Institutions Holding DFAR
# of Institutions
218Shares Held
35.4MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC2.95MShares$72.8 Million5.23% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.2MShares$54.2 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.93MShares$47.5 Million12.28% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.63MShares$40.2 Million3.86% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$32.8 Million2.99% of portfolio