Sage View Advisory Group, LLC Dimensional ETF Tr U S Small C 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 U S Small C stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 4,771 shares of DFAS stock, worth $296,183. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,771
Previous 4,620
3.27%
Holding current value
$296,183
Previous $301 Million
5.21%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DFAS
# of Institutions
820Shares Held
126MCall Options Held
0Put Options Held
100-
Creative Planning Overland Park, KS16.8MShares$1.04 Billion0.95% of portfolio
-
Northern Trust Corp Chicago, IL7.97MShares$495 Million0.07% of portfolio
-
Index Fund Advisors, Inc.5.85MShares$363 Million22.41% of portfolio
-
Bank Of America Corp Charlotte, NC5.38MShares$334 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$169 Million1.82% of portfolio