Sage View Advisory Group, LLC Dimensional ETF Tr Core Fxd In 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 Core Fxd In stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 171,914 shares of DFCF stock, worth $7.08 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
171,914
Previous 165,890
3.63%
Holding current value
$7.08 Million
Previous $6.89 Billion
7.75%
% of portfolio
0.38%
Previous 0.32%
Shares
8 transactions
Others Institutions Holding DFCF
# of Institutions
331Shares Held
88.3MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.5MShares$432 Million12.4% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.9MShares$119 Million11.58% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.66MShares$110 Million23.84% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.43MShares$100 Million1.24% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.08MShares$85.7 Million12.12% of portfolio