Sage Mountain Advisors LLC Dimensional ETF Tr Transaction History
Sage Mountain Advisors LLC
- $1.16 Billion
- Q3 2024
A detailed history of Sage Mountain Advisors LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Sage Mountain Advisors LLC holds 12,189 shares of DFAX stock, worth $311,307. This represents 0.03% of its overall portfolio holdings.
Number of Shares
12,189
Previous 12,189
-0.0%
Holding current value
$311,307
Previous $309,000
6.47%
% of portfolio
0.03%
Previous 0.03%
Shares
6 transactions
Others Institutions Holding DFAX
# of Institutions
527Shares Held
230MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$287 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$232 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$191 Million0.09% of portfolio
-
Geometric Wealth Advisors7.2MShares$184 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$146 Million0.23% of portfolio