Sage View Advisory Group, LLC Dimensional ETF Tr Emerging Mk 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 Emerging Mk stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 39,854 shares of DFEM stock, worth $1.02 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
39,854
Previous 39,796
0.15%
Holding current value
$1.02 Million
Previous $1.12 Billion
6.83%
% of portfolio
0.04%
Previous 0.06%
Shares
9 transactions
Others Institutions Holding DFEM
# of Institutions
420Shares Held
1.17BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.02BShares$26.1 Billion1.6% of portfolio
-
Forum Financial Management, LP Lombard, IL16.3MShares$418 Million8.46% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.92MShares$152 Million0.24% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO5.14MShares$132 Million2.46% of portfolio
-
Truepoint, Inc.4.75MShares$121 Million3.4% of portfolio