Sage View Advisory Group, LLC Dimensional ETF Tr U S Core Eq Transaction History
Sage View Advisory Group, LLC
- $2.64 Trillion
- Q2 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 301,919 shares of DFAC stock, worth $11.6 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
301,919
Previous 303,928
0.66%
Holding current value
$11.6 Million
Previous $10 Billion
11.5%
% of portfolio
0.42%
Previous 0.43%
Shares
11 transactions
Others Institutions Holding DFAC
# of Institutions
1,149Shares Held
841MCall Options Held
36.6KPut Options Held
7.1K-
Mercer Global Advisors Inc Denver, CO56.6MShares$2.18 Billion4.2% of portfolio
-
Envestnet Asset Management Inc54.8MShares$2.11 Billion0.6% of portfolio
-
Forum Financial Management, LP Lombard, IL40MShares$1.54 Billion23.99% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.43 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$671 Million0.22% of portfolio