Sax Wealth Advisors, LLC Dimensional ETF Tr Emerging Mk Transaction History

Sax Wealth Advisors, LLC

$1.26 Billion
Q4 2024

A detailed history of Sax Wealth Advisors, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 12,353 shares of DEHP stock, worth $311,542. This represents 0.02% of its overall portfolio holdings.

Number of Shares

12,353

Previous 15,225 18.86%

Holding current value

$311,542

Previous $409,000 25.43%

% of portfolio

0.02%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$24.74 - $27.68 $71,053 - $79,496	-2,872 Reduced 18.86%	12,353 $305,000
Q2 2024 Jul 12, 2024	SELL	$24.04 - $26.16 $44,714 - $48,657	-1,860 Reduced 10.89%	15,225 $396,000
Q1 2024 May 13, 2024	SELL	$22.89 - $24.95 $28,452 - $31,012	-1,243 Reduced 6.78%	17,085 $424,000
Q4 2023 Feb 14, 2024	BUY	$21.86 - $24.25 $14,974 - $16,611	685 Added 3.88%	18,328 $444,000
Q3 2023 Nov 07, 2023	BUY	$22.57 - $24.83 $19,681 - $21,651	872 Added 5.2%	17,643 $399,000
Q1 2023 May 05, 2023	BUY	$22.44 - $25.0 $34,221 - $38,125	1,525 Added 10.0%	16,771 $396,000
Q4 2022 Feb 06, 2023	BUY	$19.8 - $23.15 $301,870 - $352,944	15,246 New	15,246 $338,000

Others Institutions Holding DEHP

# of Institutions

Shares Held

5.71M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR EMERGING MK

Ticker DEHP
Sector ETFs
Industry ETFs

More about DEHP

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Sax Wealth Advisors, LLC Dimensional ETF Tr Emerging Mk Transaction History