Sage View Advisory Group, LLC Dimensional ETF Tr Core Fxd In 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 Core Fxd In stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 176,759 shares of DFCF stock, worth $7.42 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
176,759
Previous 176,214
0.31%
Holding current value
$7.42 Million
Previous $7.27 Billion
2.23%
% of portfolio
0.32%
Previous 0.31%
Shares
10 transactions
Others Institutions Holding DFCF
# of Institutions
429Shares Held
120MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.3MShares$475 Million13.24% of portfolio
-
Elser Financial Planning, Inc Indianapolis, IN3.66MShares$154 Million9.18% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3MShares$126 Million11.48% of portfolio
-
Sequoia Financial Advisors, LLC2.88MShares$121 Million0.93% of portfolio
-
True Link Financial Advisors, LLC2.82MShares$119 Million8.26% of portfolio