Sage View Advisory Group, LLC Dimensional ETF Tr Core Fxd In Transaction History
Sage View Advisory Group, LLC
- $2.32 Trillion
- Q4 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 176,214 shares of DFCF stock, worth $7.4 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
176,214
Previous 171,914
2.5%
Holding current value
$7.4 Million
Previous $7.42 Billion
2.06%
% of portfolio
0.31%
Previous 0.38%
Shares
9 transactions
Others Institutions Holding DFCF
# of Institutions
407Shares Held
3.56BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$144 Billion8.57% of portfolio
-
Essential Planning, Llc. Portsmouth, NH11.6MShares$485 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$467 Million12.57% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$125 Million11.32% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$117 Million23.4% of portfolio