Sage View Advisory Group, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 24,972 shares of DIHP stock, worth $657,263. This represents 0.04% of its overall portfolio holdings.
Number of Shares
24,972
Previous 24,571
1.63%
Holding current value
$657,263
Previous $647 Million
6.96%
% of portfolio
0.04%
Previous 0.03%
Shares
8 transactions
Others Institutions Holding DIHP
# of Institutions
216Shares Held
114MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc22.4MShares$591 Million0.21% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.1MShares$583 Million1.34% of portfolio
-
Savant Capital, LLC8.48MShares$223 Million2.0% of portfolio
-
Vista Wealth Management Group, LLC6.05MShares$159 Million11.58% of portfolio
-
Forum Financial Management, LP Lombard, IL6.01MShares$158 Million3.18% of portfolio