Sage View Advisory Group, LLC Dimensional ETF Tr Core Fxd In Transaction History
Sage View Advisory Group, LLC
- $2.15 Trillion
- Q2 2024
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 165,890 shares of DFCF stock, worth $7.15 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
165,890
Previous 165,399
0.3%
Holding current value
$7.15 Million
Previous $6.94 Billion
0.68%
% of portfolio
0.32%
Previous 0.35%
Shares
7 transactions
Others Institutions Holding DFCF
# of Institutions
313Shares Held
88.3MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.3MShares$443 Million12.38% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA7.66MShares$330 Million11.84% of portfolio
-
Elser Financial Planning, Inc Indianapolis, IN3.1MShares$134 Million21.55% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.78MShares$120 Million11.43% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.41MShares$104 Million24.22% of portfolio