Sage View Advisory Group, LLC Dimensional ETF Tr U S Target Transaction History
Sage View Advisory Group, LLC
- $1.97 Trillion
- Q3 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 6,858 shares of DFAT stock, worth $415,320. This represents 0.02% of its overall portfolio holdings.
Number of Shares
6,858
Previous 9,912
30.81%
Holding current value
$415,320
Previous $514 Million
25.8%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding DFAT
# of Institutions
668Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$857 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$753 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$532 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$446 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$314 Million2.46% of portfolio