Sage View Advisory Group, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 79,516 shares of DFAR stock, worth $1.83 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
79,516
Previous 79,928
0.52%
Holding current value
$1.83 Million
Previous $1.86 Billion
1.62%
% of portfolio
0.08%
Previous 0.08%
Shares
10 transactions
Others Institutions Holding DFAR
# of Institutions
262Shares Held
43.2MCall Options Held
27.2KPut Options Held
10K-
Vista Wealth Management Group, LLC3.13MShares$72 Million5.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.55MShares$58.5 Million0.08% of portfolio
-
Prudential Financial Inc Newark, NJ2.34MShares$53.9 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.01MShares$46.3 Million11.74% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.73MShares$39.8 Million3.75% of portfolio