Safeguard Investment Advisory Group, LLC Dimensional ETF Tr Dimensional Transaction History
Safeguard Investment Advisory Group, LLC
- $367 Million
- Q1 2025
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 750,368 shares of DFSV stock, worth $21.2 Million. This represents 5.75% of its overall portfolio holdings.
Number of Shares
750,368
Previous 740,889
1.28%
Holding current value
$21.2 Million
Previous $22.8 Million
7.38%
% of portfolio
5.75%
Previous 6.27%
Shares
9 transactions
Others Institutions Holding DFSV
# of Institutions
437Shares Held
120MCall Options Held
10.7KPut Options Held
5.5K-
Savant Capital, LLC9.38MShares$265 Million2.0% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK7.62MShares$216 Million2.99% of portfolio
-
Jmg Financial Group, Ltd.5.82MShares$165 Million5.77% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.05MShares$143 Million0.24% of portfolio
-
Mather Group, Llc. Chicago, IL5.01MShares$142 Million1.64% of portfolio