Sage View Advisory Group, LLC Dimensional ETF Tr Core Fxd In 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 Core Fxd In stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 176,554 shares of DFCF stock, worth $7.61 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
176,554
Previous 176,759
0.12%
Holding current value
$7.61 Million
Previous $7.43 Billion
0.4%
% of portfolio
0.28%
Previous 0.32%
Shares
11 transactions
Others Institutions Holding DFCF
# of Institutions
429Shares Held
118MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.5MShares$496 Million12.43% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3.04MShares$131 Million10.8% of portfolio
-
True Link Financial Advisors, LLC2.82MShares$122 Million8.26% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$120 Million1.31% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.76MShares$119 Million13.94% of portfolio