Sage View Advisory Group, LLC Dimensional ETF Tr Dimensional Transaction History
Sage View Advisory Group, LLC
- $1.98 Trillion
- Q1 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 80,530 shares of DFAR stock, worth $1.89 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
80,530
Previous 80,239
0.36%
Holding current value
$1.89 Million
Previous $1.75 Billion
2.85%
% of portfolio
0.09%
Previous 0.08%
Shares
6 transactions
Others Institutions Holding DFAR
# of Institutions
195Shares Held
30MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC1.99MShares$46.7 Million3.51% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.81MShares$42.5 Million4.06% of portfolio
-
High Tower Advisors, LLC Chicago, IL1.81MShares$42.4 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.74MShares$40.9 Million9.47% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$31.1 Million2.99% of portfolio