Sage View Advisory Group, LLC Dimensional ETF Tr Short Durat 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 Short Durat stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 61,630 shares of DFSD stock, worth $2.89 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

61,630

Previous 58,911 4.62%

Holding current value

$2.89 Million

Previous $2.77 Billion 6.26%

% of portfolio

0.15%

Previous 0.13%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$47.0 - $47.84 $127,793 - $130,076	2,719 Added 4.62%	61,630 $2.94 Billion
Q2 2024 Aug 14, 2024	BUY	$46.64 - $47.15 $8,208 - $8,298	176 Added 0.3%	58,911 $2.77 Billion
Q1 2024 May 08, 2024	BUY	$46.78 - $47.19 $37,891 - $38,223	810 Added 1.4%	58,735 $2.76 Billion
Q4 2023 Feb 09, 2024	BUY	$46.16 - $47.09 $6,416 - $6,545	139 Added 0.24%	57,925 $2.72 Billion
Q3 2023 Nov 02, 2023	BUY	$46.24 - $46.65 $27,882 - $28,129	603 Added 1.05%	57,786 $2.68 Billion
Q2 2023 Aug 11, 2023	BUY	$46.28 - $46.83 $28,739 - $29,081	621 Added 1.1%	57,183 $2.65 Billion
Q1 2023 May 01, 2023	BUY	$46.1 - $46.75 $56,564 - $57,362	1,227 Added 2.22%	56,562 $2.64 Billion
Q4 2022 Feb 14, 2023	BUY	$45.19 - $46.47 $2.5 Million - $2.57 Million	55,335 New	55,335 $2.55 Billion

Others Institutions Holding DFSD

# of Institutions

260

Shares Held

49.1M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

More about DFSD

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