Sage View Advisory Group, LLC Dimensional ETF Tr Short Durat Transaction History
Sage View Advisory Group, LLC
- $2.35 Trillion
- Q1 2025
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 62,928 shares of DFSD stock, worth $3.01 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
62,928
Previous 62,843
0.14%
Holding current value
$3.01 Million
Previous $2.95 Billion
1.5%
% of portfolio
0.13%
Previous 0.13%
Shares
10 transactions
Others Institutions Holding DFSD
# of Institutions
360Shares Held
71.1MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO3.48MShares$167 Million2.69% of portfolio
-
Apella Capital, LLC3.4MShares$163 Million4.64% of portfolio
-
Savant Capital, LLC3.03MShares$145 Million1.09% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.92MShares$140 Million1.73% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.64MShares$126 Million11.4% of portfolio