SageView Advisory Group, LLC
Position in DFIP — Dimensional Inflation-Protected Securities Portfolio ETF
CIK 1914558
NEWPORT BEACH, CA
All Filings in DFIP
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-06-30 DFIP | $1,442,455 | 35,324 | Principal | Sole | 2024-08-15 | |
| 2024-03-31 DFIP | $1,448,988 | 35,127 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 DFIP | $1,421,022 | 34,424 | Principal | Sole | 2024-03-06 | |
| 2023-09-30 DFIP | $1,359,696 | 34,189 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 DFIP | $1,378,679 | 33,374 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 DFIP | $1,417,007 | 33,086 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 DFIP | $1,335,353 | 32,443 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||