Sage View Advisory Group, LLC Dimensional ETF Tr U S Target 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 U S Target stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 18,563 shares of DFAT stock, worth $874,317. This represents 0.04% of its overall portfolio holdings.

Number of Shares

18,563

Previous 6,858 170.68%

Holding current value

$874,317

Previous $382 Million 170.82%

% of portfolio

0.04%

Previous 0.02%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$54.54 - $61.04 $638,390 - $714,473	11,705 Added 170.68%	18,563 $1.03 Billion
Q3 2024 Nov 14, 2024	SELL	$51.0 - $57.07 $155,754 - $174,291	-3,054 Reduced 30.81%	6,858 $382 Million
Q2 2024 Aug 14, 2024	BUY	$50.18 - $54.47 $247,688 - $268,863	4,936 Added 99.2%	9,912 $514 Million
Q1 2024 May 08, 2024	SELL	$49.45 - $54.43 $65,274 - $71,847	-1,320 Reduced 20.97%	4,976 $271 Million
Q4 2023 Feb 09, 2024	BUY	$42.71 - $53.09 $268,902 - $334,254	6,296 New	6,296 $327 Million

Others Institutions Holding DFAT

# of Institutions

753

Shares Held

168M

Call Options Held

500

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

More about DFAT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sage View Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sage View Advisory Group, LLC with notifications on news.

Account

Sage View Advisory Group, LLC Dimensional ETF Tr U S Target Transaction History