Sage View Advisory Group, LLC Dimensional ETF Tr Dimensional Transaction History
Sage View Advisory Group, LLC
- $2.64 Trillion
- Q2 2025
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 115,517 shares of DFIC stock, worth $3.79 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
115,517
Previous 118,926
2.87%
Holding current value
$3.79 Million
Previous $3.3 Billion
9.22%
% of portfolio
0.14%
Previous 0.14%
Shares
11 transactions
Others Institutions Holding DFIC
# of Institutions
522Shares Held
300MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO31.7MShares$1.04 Billion2.04% of portfolio
-
Envestnet Asset Management Inc28.8MShares$945 Million0.27% of portfolio
-
Forum Financial Management, LP Lombard, IL16.5MShares$543 Million8.43% of portfolio
-
Evensky & Katz LLC6.15MShares$202 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.09MShares$167 Million0.21% of portfolio