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
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

SELL
$24.29 - $27.25 $36,435 - $40,875
-1,500 Reduced 12.75%
10,263 $277,000
Q3 2023

Oct 12, 2023

SELL
$22.41 - $24.35 $111,265 - $120,897
-4,965 Reduced 29.68%
11,763 $264,000
Q2 2023

Jul 27, 2023

BUY
$22.56 - $24.03 $112,010 - $119,308
4,965 Added 42.21%
16,728 $389,000
Q2 2022

Jul 25, 2022

SELL
$21.22 - $25.37 $49,654 - $59,365
-2,340 Reduced 16.59%
11,763 $252,000
Q3 2021

Nov 08, 2021

BUY
$25.83 - $27.21 $364,280 - $383,742
14,103 New
14,103 $365,000

Others Institutions Holding DFAX

About DIMENSIONAL ETF TR


  • Ticker DFAX
More about DFAX
Track This Portfolio

Track Sage Financial Group Inc Portfolio

Follow Sage Financial Group Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sage Financial Group Inc, based on Form 13F filings with the SEC.

News

Stay updated on Sage Financial Group Inc with notifications on news.