Sage View Advisory Group, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 119,806 shares of DFIC stock, worth $3.42 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
119,806
Previous 118,812
0.84%
Holding current value
$3.42 Million
Previous $3.34 Billion
7.39%
% of portfolio
0.13%
Previous 0.17%
Shares
9 transactions
Others Institutions Holding DFIC
# of Institutions
441Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$57.7 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$840 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$782 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$466 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$175 Million10.37% of portfolio