Sage Financial Group Inc Dimensional ETF Tr U S Core Eq Transaction History

Sage Financial Group Inc

$1.24 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 24, 2022	SELL	$26.63 - $29.09 $39,945 - $43,635	-1,500 Reduced 10.68%	12,548 $364,000
Q2 2021 Aug 16, 2021	BUY	$25.92 - $26.98 $364,124 - $379,015	14,048 New	14,048 $379,000

Others Institutions Holding DFAC

# of Institutions

984

Shares Held

761M

Call Options Held

76K

Put Options Held

0

Envestnet Asset Management Inc

56.6M
Shares

$2.03 Billion
0.64% of portfolio
Mercer Global Advisors Inc Denver, CO

50.1M
Shares

$1.79 Billion
3.76% of portfolio
Forum Financial Management, LP Lombard, IL

37.6M
Shares

$1.35 Billion
24.59% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

37.3M
Shares

$1.34 Billion
13.39% of portfolio
Lpl Financial LLC Fort Mill, SC

17.7M
Shares

$636 Million
0.28% of portfolio

About DIMENSIONAL ETF TR U S CORE EQ

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