Sage View Advisory Group, LLC Dimensional ETF Tr Short Durat 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 Short Durat stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 62,843 shares of DFSD stock, worth $2.98 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
62,843
Previous 61,630
1.97%
Holding current value
$2.98 Million
Previous $2.94 Billion
0.13%
% of portfolio
0.13%
Previous 0.15%
Shares
9 transactions
Others Institutions Holding DFSD
# of Institutions
332Shares Held
66MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$197 Million1.31% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.98MShares$141 Million2.55% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.71MShares$129 Million1.54% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$123 Million11.2% of portfolio
-
Savant Capital, LLC2.31MShares$109 Million0.88% of portfolio