SageView Advisory Group, LLC
Position in DFSD — Dimensional Short-Duration Fixed Income ETF
CIK 1914558
NEWPORT BEACH, CA
All Filings in DFSD
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 DFSD | $3,134,587 | 65,372 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 DFSD | $3,029,657 | 62,869 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 DFSD | $3,022,709 | 62,960 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 DFSD | $2,990,338 | 62,928 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 DFSD | $2,946,079 | 62,843 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 DFSD | $2,942,216 | 61,630 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 DFSD | $2,768,817 | 58,911 | Principal | Sole | 2024-08-15 | |
| 2024-03-31 DFSD | $2,762,894 | 58,735 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 DFSD | $2,723,054 | 57,925 | Principal | Sole | 2024-03-06 | |
| 2023-09-30 DFSD | $2,680,114 | 57,786 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 DFSD | $2,650,432 | 57,183 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 DFSD | $2,639,182 | 56,562 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 DFSD | $2,550,390 | 55,335 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||