Sage Private Wealth Group, LLC Dimensional ETF Tr Transaction History
Sage Private Wealth Group, LLC
- $132 Million
- Q1 2025
A detailed history of Sage Private Wealth Group, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Sage Private Wealth Group, LLC holds 6,440 shares of DFIV stock, worth $272,283. This represents 0.19% of its overall portfolio holdings.
Number of Shares
6,440Holding current value
$272,283% of portfolio
0.19%Shares
1 transactions
Others Institutions Holding DFIV
# of Institutions
687Shares Held
226MCall Options Held
1.8KPut Options Held
200-
Envestnet Asset Management Inc20MShares$847 Million0.26% of portfolio
-
Mercer Global Advisors Inc Denver, CO19.1MShares$808 Million1.75% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$472 Million4.47% of portfolio
-
Savant Capital, LLC8.49MShares$359 Million2.53% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.29MShares$308 Million0.15% of portfolio