Sage View Advisory Group, LLC Dimensional ETF Tr U S Small C 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 Small C stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 4,198 shares of DFAS stock, worth $288,402. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,198
Previous 4,771
12.01%
Holding current value
$288,402
Previous $285 Million
2.9%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding DFAS
# of Institutions
851Shares Held
133MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS20.2MShares$1.39 Billion1.11% of portfolio
-
Northern Trust Corp Chicago, IL7.85MShares$539 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.22MShares$427 Million0.03% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$402 Million20.21% of portfolio
-
Pure Financial Advisors, LLC2.95MShares$202 Million3.33% of portfolio