SAG
SageView Advisory Group’s Dimensional Core Fixed Income ETF DFCF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.4M | Sell |
176,554
-205
| -0.1% | -$8.6K | 0.28% | 42 |
|
|
2025
Q1 | $7.43M | Buy |
176,759
+545
| +0.3% | +$22.9K | 0.32% | 38 |
|
|
2024
Q4 | $7.27M | Buy |
176,214
+4,300
| +3% | +$177K | 0.31% | 43 |
|
|
2024
Q3 | $7.42M | Buy |
+171,914
| New | +$7.42M | 0.38% | 35 |
|
|
2024
Q2 | – | Sell |
-165,399
| Closed | -$6.94M | – | 42 |
|
|
2024
Q1 | $6.94M | Buy |
+165,399
| New | +$6.94M | 0.35% | 38 |
|
|
2023
Q4 | – | Sell |
-161,393
| Closed | -$6.52M | – | 50 |
|
|
2023
Q3 | $6.52M | Buy |
161,393
+3,104
| +2% | +$125K | 0.37% | 38 |
|
|
2023
Q2 | $6.61M | Buy |
158,289
+3,684
| +2% | +$154K | 0.37% | 41 |
|
|
2023
Q1 | $6.57M | Buy |
154,605
+3,140
| +2% | +$133K | 0.42% | 39 |
|
|
2022
Q4 | $6.29M | Buy |
+151,465
| New | +$6.29M | 0.51% | 43 |
|