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 24,024 shares of DISV stock, worth $712,551. This represents 0.03% of its overall portfolio holdings.
Number of Shares
24,024
Previous 24,058
0.14%
Holding current value
$712,551
Previous $699 Million
8.7%
% of portfolio
0.03%
Previous 0.04%
Shares
9 transactions
Others Institutions Holding DISV
# of Institutions
324Shares Held
66.1MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$263 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.39MShares$190 Million3.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$93.4 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.23MShares$66.2 Million1.08% of portfolio
-
Ritholtz Wealth Management1.42MShares$42.2 Million1.12% of portfolio