Sage Mountain Advisors LLC Dimensional ETF Tr Transaction History
Sage Mountain Advisors LLC
- $1.16 Billion
- Q3 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 3,329 shares of DFIV stock, worth $124,471. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,329
Previous 3,329
-0.0%
Holding current value
$124,471
Previous $119,000
5.88%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding DFIV
# of Institutions
541Shares Held
190MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc18.9MShares$708 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO16.7MShares$625 Million1.52% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$418 Million4.47% of portfolio
-
Savant Capital, LLC7.75MShares$290 Million2.51% of portfolio
-
Northern Trust Corp Chicago, IL6.7MShares$251 Million0.04% of portfolio