A detailed history of Sage Mountain Advisors LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Sage Mountain Advisors LLC holds 12,786 shares of DFAX stock, worth $329,878. This represents 0.03% of its overall portfolio holdings.

Number of Shares
12,786
Previous 14,547 12.11%
Holding current value
$329,878
Previous $355,000 8.45%
% of portfolio
0.03%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024

SELL
$23.42 - $25.45 $41,242 - $44,817
-1,761 Reduced 12.11%
12,786 $325,000
Q4 2022

Feb 01, 2023

SELL
$20.25 - $22.36 $17,739 - $19,587
-876 Reduced 5.68%
14,547 $314,000
Q1 2022

May 10, 2022

BUY
$23.26 - $26.72 $20,375 - $23,406
876 Added 6.02%
15,423 $385,000
Q4 2021

Feb 02, 2022

SELL
$25.17 - $26.82 $13,189 - $14,053
-524 Reduced 3.48%
14,547 $380,000
Q3 2021

Nov 01, 2021

BUY
$25.83 - $27.21 $389,283 - $410,081
15,071 New
15,071 $390,000

Others Institutions Holding DFAX

About DIMENSIONAL ETF TR


  • Ticker DFAX
More about DFAX
Track This Portfolio

Track Sage Mountain Advisors LLC Portfolio

Follow Sage Mountain Advisors LLC 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 Mountain Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sage Mountain Advisors LLC with notifications on news.