Sage View Advisory Group, LLC Dimensional ETF Tr Dimensional Transaction History
Sage View Advisory Group, LLC
- $2.32 Trillion
- Q4 2024
A detailed history of Sage View Advisory Group, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 79,928 shares of DFAR stock, worth $1.94 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
79,928
Previous 78,136
2.29%
Holding current value
$1.94 Million
Previous $2 Billion
7.16%
% of portfolio
0.08%
Previous 0.1%
Shares
9 transactions
Others Institutions Holding DFAR
# of Institutions
246Shares Held
40.9MCall Options Held
1.9KPut Options Held
0-
Vista Wealth Management Group, LLC3.02MShares$73.2 Million4.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.34MShares$56.6 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.95MShares$47.2 Million11.11% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$40.7 Million3.61% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$32.1 Million2.99% of portfolio