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

Sage View Advisory Group, LLC

$2.64 Trillion
Q2 2025

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 58,077 shares of DFSV stock, worth $1.84 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

58,077

Previous 56,933 2.01%

Holding current value

$1.84 Million

Previous $1.6 Billion 11.58%

% of portfolio

0.07%

Previous 0.07%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$24.21 - $29.47 $27,696 - $33,713	1,144 Added 2.01%	58,077 $1.79 Billion
Q1 2025 May 19, 2025	SELL	$27.56 - $32.1 $13,669 - $15,921	-496 Reduced 0.86%	56,933 $1.6 Billion
Q4 2024 Feb 13, 2025	SELL	$30.18 - $33.87 $15,814 - $17,747	-524 Reduced 0.9%	57,429 $1.77 Billion
Q3 2024 Nov 14, 2024	BUY	$28.25 - $31.7 $41,866 - $46,979	1,482 Added 2.62%	57,953 $1.78 Billion
Q2 2024 Aug 14, 2024	SELL	$27.81 - $30.13 $4,282 - $4,640	-154 Reduced 0.27%	56,471 $1.63 Billion
Q1 2024 May 08, 2024	SELL	$27.45 - $30.1 $22,536 - $24,712	-821 Reduced 1.43%	56,625 $1.7 Billion
Q4 2023 Feb 09, 2024	SELL	$23.61 - $29.53 $12,489 - $15,621	-529 Reduced 0.91%	57,446 $1.66 Billion
Q3 2023 Nov 02, 2023	BUY	$24.97 - $27.69 $24,920 - $27,634	998 Added 1.75%	57,975 $1.47 Billion
Q2 2023 Aug 11, 2023	BUY	$23.17 - $25.7 $11,330 - $12,567	489 Added 0.87%	56,977 $1.46 Billion
Q1 2023 May 01, 2023	BUY	$23.74 - $28.31 $46,910 - $55,940	1,976 Added 3.62%	56,488 $1.41 Billion
Q4 2022 Feb 14, 2023	BUY	$22.47 - $26.46 $1.22 Million - $1.44 Million	54,512 New	54,512 $1.35 Billion

Others Institutions Holding DFSV

# of Institutions

481

Shares Held

131M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

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