Sage View Advisory Group, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 24,972 shares of DIHP stock, worth $670,747. This represents 0.04% of its overall portfolio holdings.
Number of Shares
24,972
Previous 24,571
1.63%
Holding current value
$670,747
Previous $647 Million
6.96%
% of portfolio
0.04%
Previous 0.03%
Shares
8 transactions
Others Institutions Holding DIHP
# of Institutions
233Shares Held
123MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc22.4MShares$603 Million0.21% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.1MShares$595 Million1.34% of portfolio
-
Savant Capital, LLC15.5MShares$416 Million3.18% of portfolio
-
Vista Wealth Management Group, LLC6.34MShares$170 Million10.75% of portfolio
-
Forum Financial Management, LP Lombard, IL6.01MShares$161 Million3.18% of portfolio