Sage View Advisory Group, LLC Dimensional ETF Tr Dimensional Transaction History
Sage View Advisory Group, LLC
- $1.98 Trillion
- Q1 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 57,914 shares of DUHP stock, worth $1.87 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
57,914
Previous 59,653
2.92%
Holding current value
$1.87 Million
Previous $1.76 Billion
3.92%
% of portfolio
0.09%
Previous 0.08%
Shares
6 transactions
Others Institutions Holding DUHP
# of Institutions
278Shares Held
166MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO26.3MShares$851 Million2.36% of portfolio
-
Envestnet Asset Management Inc25.6MShares$829 Million0.31% of portfolio
-
Merriman Wealth Management, LLC8.1MShares$262 Million11.86% of portfolio
-
Forum Financial Management, LP Lombard, IL7.08MShares$229 Million4.33% of portfolio
-
Vista Wealth Management Group, LLC6.69MShares$216 Million16.65% of portfolio