Sage View Advisory Group, LLC Dimensional ETF Tr U S Target 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 Target stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 18,935 shares of DFAT stock, worth $995,223. This represents 0.04% of its overall portfolio holdings.

Number of Shares

18,935

Previous 18,563 2.0%

Holding current value

$995,223

Previous $1.03 Billion 5.64%

% of portfolio

0.04%

Previous 0.04%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 19, 2025	BUY	$50.44 - $58.1 $18,763 - $21,613	372 Added 2.0%	18,935 $975 Million
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

770

Shares Held

168M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

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