Sage View Advisory Group, LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 5,344 shares of DFIV stock, worth $198,422. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,344
Previous 8,270
35.38%
Holding current value
$198,422
Previous $297 Million
31.53%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DFIV
# of Institutions
569Shares Held
195MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO19.4MShares$720 Million1.62% of portfolio
-
Envestnet Asset Management Inc18.9MShares$703 Million0.24% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$415 Million4.47% of portfolio
-
Savant Capital, LLC7.75MShares$288 Million2.51% of portfolio
-
Northern Trust Corp Chicago, IL6.75MShares$250 Million0.04% of portfolio