Sage Mountain Advisors LLC Dimensional ETF Tr Transaction History
Sage Mountain Advisors LLC
- $1.7 Billion
- Q3 2025
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 $390,169. This represents 0.02% of its overall portfolio holdings.
Number of Shares
12,189
Previous 12,189
-0.0%
Holding current value
$390,169
Previous $357,000
7.0%
% of portfolio
0.02%
Previous 0.02%
Shares
6 transactions
Others Institutions Holding DFAX
# of Institutions
667Shares Held
257MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$360 Million3.18% of portfolio
-
Alerus Financial Na Grand Forks, ND8.38MShares$268 Million14.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.09MShares$259 Million0.08% of portfolio
-
Geometric Wealth Advisors7.29MShares$233 Million33.26% of portfolio
-
Allworth Financial LP6.86MShares$220 Million0.98% of portfolio