Sage View Advisory Group, LLC Dimensional ETF Tr U S Core Eq Transaction History
Sage View Advisory Group, LLC
- $2.35 Trillion
- Q1 2025
A detailed history of Sage View Advisory Group, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 303,928 shares of DFAC stock, worth $10.5 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
303,928
Previous 310,332
2.06%
Holding current value
$10.5 Million
Previous $10.7 Billion
6.59%
% of portfolio
0.43%
Previous 0.46%
Shares
10 transactions
Others Institutions Holding DFAC
# of Institutions
1,092Shares Held
814MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.86 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.81 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.31 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.29 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$602 Million0.23% of portfolio