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 56,568 shares of DUHP stock, worth $1.99 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

56,568

Previous 57,268 1.22%

Holding current value

$1.99 Million

Previous $1.83 Billion 5.2%

% of portfolio

0.1%

Previous 0.09%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$30.74 - $34.07 $21,518 - $23,849	-700 Reduced 1.22%	56,568 $1.93 Billion
Q2 2024 Aug 14, 2024	SELL	$29.72 - $32.4 $19,199 - $20,930	-646 Reduced 1.12%	57,268 $1.83 Billion
Q1 2024 May 08, 2024	SELL	$28.16 - $31.61 $48,970 - $54,969	-1,739 Reduced 2.92%	57,914 $1.83 Billion
Q4 2023 Feb 09, 2024	SELL	$24.79 - $28.64 $24,566 - $28,382	-991 Reduced 1.63%	59,653 $1.76 Billion
Q3 2023 Nov 02, 2023	BUY	$25.64 - $27.32 $8,102 - $8,633	316 Added 0.52%	60,644 $1.56 Billion
Q2 2023 Aug 11, 2023	SELL	$24.51 - $26.54 $955 - $1,035	-39 Reduced 0.06%	60,328 $1.6 Billion
Q1 2023 May 01, 2023	BUY	$23.91 - $25.61 $44,687 - $47,865	1,869 Added 3.19%	60,367 $1.52 Billion
Q4 2022 Feb 14, 2023	BUY	$21.59 - $25.35 $1.26 Million - $1.48 Million	58,498 New	58,498 $1.4 Billion

Others Institutions Holding DUHP

# of Institutions

328

Shares Held

207M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
Sector ETFs
Industry ETFs

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