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
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
SELL
$26.18 - $28.77 $890 - $978
-34 Reduced 0.14%
24,024 $638 Million
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
324
Shares Held
66.1M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DISV Quotes by TradingView
  • Ticker DISV
  • Sector ETFs
  • Industry ETFs
More about DISV
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