Sage View Advisory Group, LLC Dimensional ETF Tr U S Small C Transaction History
Sage View Advisory Group, LLC
- $2.9 Trillion
- Q3 2025
A detailed history of Sage View Advisory Group, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 4,418 shares of DFAS stock, worth $296,668. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,418
Previous 4,198
5.24%
Holding current value
$296,668
Previous $277 Million
9.29%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding DFAS
# of Institutions
869Shares Held
137MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.7MShares$1.52 Billion1.2% of portfolio
-
Northern Trust Corp Chicago, IL8.08MShares$543 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.61MShares$444 Million0.03% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$393 Million20.21% of portfolio
-
Pure Financial Advisors, LLC2.95MShares$198 Million3.33% of portfolio