Sage View Advisory Group, LLC Dimensional ETF Tr Emerging Mk 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 Emerging Mk stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 39,499 shares of DFEM stock, worth $1.2 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
39,499
Previous 39,854
0.89%
Holding current value
$1.2 Million
Previous $1.04 Billion
0.13%
% of portfolio
0.04%
Previous 0.04%
Shares
10 transactions
Others Institutions Holding DFEM
# of Institutions
455Shares Held
166MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.6MShares$506 Million8.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.49MShares$198 Million0.29% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.11MShares$186 Million2.63% of portfolio
-
Truepoint, Inc.4.91MShares$150 Million3.62% of portfolio
-
Sequoia Financial Advisors, LLC4.63MShares$141 Million1.05% of portfolio