Sage View Advisory Group, LLC Dimensional ETF Tr Inflation P Transaction History
Sage View Advisory Group, LLC
- $2.32 Trillion
- Q4 2024
A detailed history of Sage View Advisory Group, LLC transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 37,484 shares of DFIP stock, worth $1.57 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
37,484
Previous 36,550
2.56%
Holding current value
$1.57 Million
Previous $1.55 Billion
1.78%
% of portfolio
0.07%
Previous 0.08%
Shares
9 transactions
Others Institutions Holding DFIP
# of Institutions
134Shares Held
14.4MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.52MShares$147 Million5.1% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO1.05MShares$43.9 Million13.39% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO798KShares$33.3 Million4.33% of portfolio
-
Planning Center, Inc.754KShares$31.5 Million5.34% of portfolio
-
Geometric Wealth Advisors451KShares$18.8 Million3.46% of portfolio