Sage Financial Group Inc Dimensional ETF Tr Transaction History
Sage Financial Group Inc
- $1.22 Billion
- Q3 2024
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 $259,961. This represents 0.02% of its overall portfolio holdings.
Number of Shares
10,263
Previous 11,763
12.75%
Holding current value
$259,961
Previous $299,000
7.36%
% of portfolio
0.02%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding DFAX
# of Institutions
512Shares Held
221MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$285 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$230 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$190 Million0.09% of portfolio
-
Geometric Wealth Advisors7.2MShares$182 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$144 Million0.23% of portfolio