Sax Wealth Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History
Sax Wealth Advisors, LLC
- $1.11 Billion
- Q3 2024
A detailed history of Sax Wealth Advisors, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 1,979,747 shares of DFAC stock, worth $71.4 Million. This represents 6.13% of its overall portfolio holdings.
Number of Shares
1,979,747
Previous 1,995,225
0.78%
Holding current value
$71.4 Million
Previous $64.3 Million
5.53%
% of portfolio
6.13%
Previous 6.19%
Shares
14 transactions
Others Institutions Holding DFAC
# of Institutions
917Shares Held
740MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.04 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.81 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.36 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.35 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$640 Million0.28% of portfolio