Safeguard Investment Advisory Group, LLC Dimensional ETF Tr Dimensional Transaction History
Safeguard Investment Advisory Group, LLC
- $364 Million
- Q4 2024
A detailed history of Safeguard Investment Advisory Group, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Safeguard Investment Advisory Group, LLC holds 740,889 shares of DFSV stock, worth $22.3 Million. This represents 6.27% of its overall portfolio holdings.
Number of Shares
740,889
Previous 720,819
2.78%
Holding current value
$22.3 Million
Previous $22.2 Million
2.72%
% of portfolio
6.27%
Previous 6.34%
Shares
8 transactions
Others Institutions Holding DFSV
# of Institutions
414Shares Held
109MCall Options Held
600Put Options Held
8.2K-
Savant Capital, LLC8.05MShares$242 Million2.02% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK7.62MShares$229 Million3.5% of portfolio
-
Jmg Financial Group, Ltd.5.44MShares$163 Million5.92% of portfolio
-
Mather Group, Llc. Chicago, IL4.17MShares$125 Million1.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.98MShares$119 Million0.19% of portfolio