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 $186,772. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,344
Previous 8,270 35.38%
Holding current value
$186,772
Previous $297 Million 31.53%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$34.66 - $38.38 $101,415 - $112,299
-2,926 Reduced 35.38%
5,344 $204 Million
Q2 2024

Aug 14, 2024
BUY
$35.5 - $38.02 $293,585 - $314,425
8,270 New
8,270 $297 Million

Others Institutions Holding DFIV

# of Institutions
559
Shares Held
193M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFIV Quotes by TradingView
  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
Track This Portfolio

Track Sage View Advisory Group, LLC Portfolio

Follow Sage View Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sage View Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sage View Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email