Sage Mountain Advisors LLC Dimensional ETF Tr Transaction History
Sage Mountain Advisors LLC
- $954 Million
- Q1 2024
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
Others Institutions Holding DFAX
# of Institutions
470Shares Held
211MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.5MShares$298 Million3.33% of portfolio
-
Envestnet Asset Management Inc11MShares$283 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.42MShares$191 Million0.1% of portfolio
-
Geometric Wealth Advisors6.44MShares$166 Million39.35% of portfolio
-
Commonwealth Equity Services, LLC5.73MShares$148 Million0.24% of portfolio