Sage View Advisory Group, LLC Dimensional ETF Tr Inflation P 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 Inflation P stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 36,550 shares of DFIP stock, worth $1.48 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

36,550

Previous 35,324 3.47%

Holding current value

$1.48 Million

Previous $1.44 Billion 7.13%

% of portfolio

0.08%

Previous 0.07%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$40.69 - $42.46 $49,885 - $52,055	1,226 Added 3.47%	36,550 $1.55 Billion
Q2 2024 Aug 14, 2024	BUY	$40.31 - $41.37 $7,941 - $8,149	197 Added 0.56%	35,324 $1.44 Billion
Q1 2024 May 08, 2024	BUY	$40.58 - $41.54 $28,527 - $29,202	703 Added 2.04%	35,127 $1.45 Billion
Q4 2023 Feb 09, 2024	BUY	$39.16 - $41.47 $9,202 - $9,745	235 Added 0.69%	34,424 $1.42 Billion
Q3 2023 Nov 02, 2023	BUY	$39.65 - $41.67 $32,314 - $33,961	815 Added 2.44%	34,189 $1.36 Billion
Q2 2023 Aug 11, 2023	BUY	$41.16 - $43.19 $11,854 - $12,438	288 Added 0.87%	33,374 $1.38 Billion
Q1 2023 May 01, 2023	BUY	$40.93 - $42.83 $26,317 - $27,539	643 Added 1.98%	33,086 $1.42 Billion
Q4 2022 Feb 14, 2023	BUY	$40.55 - $42.62 $1.32 Million - $1.38 Million	32,443 New	32,443 $1.34 Billion

Others Institutions Holding DFIP

# of Institutions

115

Shares Held

12.5M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR INFLATION P

Ticker DFIP
Sector ETFs
Industry ETFs

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Sage View Advisory Group, LLC Dimensional ETF Tr Inflation P Transaction History