Sage View Advisory Group, LLC Dimensional ETF Tr Dimensional Transaction History

Sage View Advisory Group, LLC

$1.97 Trillion
Q3 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 118,812 shares of DFIC stock, worth $3.1 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

118,812

Previous 117,248 1.33%

Holding current value

$3.1 Million

Previous $3.08 Billion 8.46%

% of portfolio

0.17%

Previous 0.14%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$25.36 - $28.37 $39,663 - $44,370	1,564 Added 1.33%	118,812 $3.34 Billion
Q2 2024 Aug 14, 2024	SELL	$25.73 - $27.44 $4,374 - $4,664	-170 Reduced 0.14%	117,248 $3.08 Billion
Q1 2024 May 08, 2024	SELL	$24.62 - $26.83 $32,104 - $34,986	-1,304 Reduced 1.1%	117,418 $3.14 Billion
Q4 2023 Feb 09, 2024	SELL	$22.18 - $25.58 $27,547 - $31,770	-1,242 Reduced 1.04%	118,722 $3.01 Billion
Q3 2023 Nov 02, 2023	BUY	$23.25 - $25.17 $37,595 - $40,699	1,617 Added 1.37%	119,964 $2.8 Billion
Q2 2023 Aug 11, 2023	BUY	$23.45 - $24.88 $6,988 - $7,414	298 Added 0.25%	118,347 $2.87 Billion
Q1 2023 May 01, 2023	BUY	$22.5 - $24.64 $51,232 - $56,105	2,277 Added 1.97%	118,049 $2.84 Billion
Q4 2022 Feb 14, 2023	BUY	$19.06 - $23.03 $2.21 Million - $2.67 Million	115,772 New	115,772 $2.59 Billion

Others Institutions Holding DFIC

# of Institutions

368

Shares Held

235M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
Industry ETFs

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Sage View Advisory Group, LLC Dimensional ETF Tr Dimensional Transaction History