Sage View Advisory Group, LLC Dimensional ETF Tr Short Durat Transaction History
Sage View Advisory Group, LLC
- $2.35 Trillion
- Q1 2025
A detailed history of Sage View Advisory Group, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 62,928 shares of DFSD stock, worth $3.03 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
62,928
Previous 62,843
0.14%
Holding current value
$3.03 Million
Previous $2.95 Billion
1.5%
% of portfolio
0.13%
Previous 0.13%
Shares
10 transactions
Others Institutions Holding DFSD
# of Institutions
363Shares Held
74.9MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO3.9MShares$188 Million2.67% of portfolio
-
Savant Capital, LLC3.66MShares$176 Million1.15% of portfolio
-
Apella Capital, LLC3.4MShares$163 Million4.64% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.07MShares$148 Million1.76% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.64MShares$127 Million11.4% of portfolio