Sage Financial Group Inc Dimensional ETF Tr Transaction History
Sage Financial Group Inc
- $1.35 Billion
- Q2 2025
A detailed history of Sage Financial Group Inc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Sage Financial Group Inc holds 10,263 shares of DFAX stock, worth $322,771. This represents 0.02% of its overall portfolio holdings.
Number of Shares
10,263
Previous 10,263
-0.0%
Holding current value
$322,771
Previous $268,000
12.31%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding DFAX
# of Institutions
658Shares Held
255MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$353 Million3.18% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.02MShares$252 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.62MShares$240 Million0.07% of portfolio
-
Geometric Wealth Advisors7MShares$220 Million33.48% of portfolio
-
Allworth Financial LP6.28MShares$198 Million0.92% of portfolio