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 24,058 shares of DISV stock, worth $659,910. This represents 0.04% of its overall portfolio holdings.

Number of Shares

24,058

Previous 23,833 0.94%

Holding current value

$659,910

Previous $641 Million 9.03%

% of portfolio

0.04%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$26.06 - $29.18 $5,863 - $6,565	225 Added 0.94%	24,058 $699 Million
Q2 2024 Aug 14, 2024	BUY	$26.23 - $28.56 $1,363 - $1,485	52 Added 0.22%	23,833 $641 Million
Q1 2024 May 08, 2024	SELL	$24.73 - $27.24 $7,616 - $8,389	-308 Reduced 1.28%	23,781 $647 Million
Q4 2023 Feb 09, 2024	SELL	$22.43 - $25.87 $7,738 - $8,925	-345 Reduced 1.41%	24,089 $613 Million
Q3 2023 Nov 02, 2023	BUY	$23.27 - $25.13 $5,677 - $6,131	244 Added 1.01%	24,434 $581 Million
Q2 2023 Aug 11, 2023	BUY	$23.01 - $24.6 $3,727 - $3,985	162 Added 0.67%	24,190 $572 Million
Q1 2023 May 01, 2023	BUY	$22.4 - $24.75 $7,884 - $8,712	352 Added 1.49%	24,028 $572 Million
Q4 2022 Feb 14, 2023	BUY	$18.45 - $22.54 $436,822 - $533,657	23,676 New	23,676 $526 Million

Others Institutions Holding DISV

# of Institutions

290

Shares Held

63M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
Sector ETFs
Industry ETFs

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