Sage View Advisory Group, LLC Dimensional ETF Tr Dimensional Transaction History

Sage View Advisory Group, LLC

$2.32 Trillion
Q4 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 57,429 shares of DFSV stock, worth $1.65 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

57,429

Previous 57,953 0.9%

Holding current value

$1.65 Million

Previous $1.78 Billion 0.97%

% of portfolio

0.08%

Previous 0.09%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$30.18 - $33.87 $15,814 - $17,747	-524 Reduced 0.9%	57,429 $1.77 Billion
Q3 2024 Nov 14, 2024	BUY	$28.25 - $31.7 $41,866 - $46,979	1,482 Added 2.62%	57,953 $1.78 Billion
Q2 2024 Aug 14, 2024	SELL	$27.81 - $30.13 $4,282 - $4,640	-154 Reduced 0.27%	56,471 $1.63 Billion
Q1 2024 May 08, 2024	SELL	$27.45 - $30.1 $22,536 - $24,712	-821 Reduced 1.43%	56,625 $1.7 Billion
Q4 2023 Feb 09, 2024	SELL	$23.61 - $29.53 $12,489 - $15,621	-529 Reduced 0.91%	57,446 $1.66 Billion
Q3 2023 Nov 02, 2023	BUY	$24.97 - $27.69 $24,920 - $27,634	998 Added 1.75%	57,975 $1.47 Billion
Q2 2023 Aug 11, 2023	BUY	$23.17 - $25.7 $11,330 - $12,567	489 Added 0.87%	56,977 $1.46 Billion
Q1 2023 May 01, 2023	BUY	$23.74 - $28.31 $46,910 - $55,940	1,976 Added 3.62%	56,488 $1.41 Billion
Q4 2022 Feb 14, 2023	BUY	$22.47 - $26.46 $1.22 Million - $1.44 Million	54,512 New	54,512 $1.35 Billion

Others Institutions Holding DFSV

# of Institutions

416

Shares Held

109M

Call Options Held

600

Put Options Held

8.2K

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

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Sage View Advisory Group, LLC Dimensional ETF Tr Dimensional Transaction History