Sage View Advisory Group, LLC Dimensional ETF Tr Dimensional Transaction History
Sage View Advisory Group, LLC
- $2.15 Trillion
- Q2 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 57,268 shares of DUHP stock, worth $1.87 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
57,268
Previous 57,914
1.12%
Holding current value
$1.87 Million
Previous $1.83 Billion
0.07%
% of portfolio
0.09%
Previous 0.09%
Shares
7 transactions
Others Institutions Holding DUHP
# of Institutions
299Shares Held
183MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO30.6MShares$1 Billion2.48% of portfolio
-
Envestnet Asset Management Inc29.4MShares$963 Million0.33% of portfolio
-
Merriman Wealth Management, LLC8.21MShares$269 Million11.93% of portfolio
-
Vista Wealth Management Group, LLC6.75MShares$221 Million16.37% of portfolio
-
Forum Financial Management, LP Lombard, IL6.68MShares$219 Million4.41% of portfolio