SAG
SageView Advisory Group’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.57M | Buy |
37,743
+151
| +0.4% | +$6.3K | 0.06% | 174 |
|
|
2025
Q1 | $1.58M | Buy |
37,592
+108
| +0.3% | +$4.55K | 0.07% | 150 |
|
|
2024
Q4 | $1.52M | Buy |
37,484
+934
| +3% | +$37.8K | 0.07% | 161 |
|
|
2024
Q3 | $1.55M | Buy |
+36,550
| New | +$1.55M | 0.08% | 141 |
|
|
2024
Q2 | – | Sell |
-35,127
| Closed | -$1.45M | – | 171 |
|
|
2024
Q1 | $1.45M | Buy |
+35,127
| New | +$1.45M | 0.07% | 148 |
|
|
2023
Q4 | – | Sell |
-34,189
| Closed | -$1.36M | – | 201 |
|
|
2023
Q3 | $1.36M | Buy |
34,189
+815
| +2% | +$32.4K | 0.08% | 169 |
|
|
2023
Q2 | $1.38M | Buy |
33,374
+288
| +0.9% | +$11.9K | 0.08% | 177 |
|
|
2023
Q1 | $1.42M | Buy |
33,086
+643
| +2% | +$27.5K | 0.09% | 150 |
|
|
2022
Q4 | $1.34M | Buy |
+32,443
| New | +$1.34M | 0.11% | 131 |
|