Sage View Advisory Group, LLC Dimensional ETF Tr U S Core Eq Transaction History

Sage View Advisory Group, LLC

$2.15 Trillion
Q2 2024

A detailed history of Sage View Advisory Group, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 318,206 shares of DFAC stock, worth $11 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares

318,206

Previous 336,828 5.53%

Holding current value

$11 Million

Previous $10.8 Billion 4.67%

% of portfolio

0.48%

Previous 0.54%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	SELL	$30.09 - $32.37 $560,335 - $602,794	-18,622 Reduced 5.53%	318,206 $10.3 Billion
Q1 2024 May 08, 2024	SELL	$28.62 - $31.95 $1.97 Million - $2.2 Million	-68,727 Reduced 16.95%	336,828 $10.8 Billion
Q4 2023 Feb 09, 2024	SELL	$24.91 - $29.38 $107,237 - $126,480	-4,305 Reduced 1.05%	405,555 $12.1 Billion
Q3 2023 Nov 02, 2023	BUY	$26.05 - $28.22 $64,447 - $69,816	2,474 Added 0.61%	409,860 $10.7 Billion
Q2 2023 Aug 11, 2023	SELL	$24.86 - $27.15 $88,775 - $96,952	-3,571 Reduced 0.87%	407,386 $11.1 Billion
Q1 2023 May 01, 2023	BUY	$24.18 - $26.58 $5,730 - $6,299	237 Added 0.06%	410,957 $10.5 Billion
Q4 2022 Feb 14, 2023	BUY	$22.49 - $25.81 $9.24 Million - $10.6 Million	410,720 New	410,720 $9.97 Billion

Others Institutions Holding DFAC

# of Institutions

900

Shares Held

717M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

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Sage View Advisory Group, LLC Dimensional ETF Tr U S Core Eq Transaction History