Sage View Advisory Group, LLC Dimensional ETF Tr Emerging Mk 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 Emerging Mk stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 39,796 shares of DFEM stock, worth $1.06 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
39,796
Previous 38,963
2.14%
Holding current value
$1.06 Million
Previous $1.04 Billion
7.56%
% of portfolio
0.06%
Previous 0.05%
Shares
8 transactions
Others Institutions Holding DFEM
# of Institutions
347Shares Held
132MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.6MShares$414 Million8.36% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.76MShares$153 Million0.23% of portfolio
-
Truepoint, Inc.4.44MShares$118 Million3.42% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.99MShares$106 Million0.16% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$105 Million1.18% of portfolio