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 $67.6 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
$67.6 Million
Previous $64.3 Million 5.53%
% of portfolio
6.13%
Previous 6.19%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

SELL
$31.05 - $34.29 $480,591 - $530,740
-15,478 Reduced 0.78%
1,979,747 $67.9 Million
Q2 2024

Jul 12, 2024

BUY
$30.09 - $32.37 $3.53 Million - $3.79 Million
117,163 Added 6.24%
1,995,225 $64.3 Million
Q1 2024

May 13, 2024

SELL
$28.62 - $31.95 $4.58 Million - $5.11 Million
-159,862 Reduced 7.84%
1,878,062 $60 Million
Q4 2023

Feb 14, 2024

BUY
$24.91 - $29.38 $2.07 Million - $2.45 Million
83,234 Added 4.26%
2,037,924 $59.6 Million
Q3 2023

Nov 07, 2023

BUY
$26.05 - $28.22 $843,785 - $914,074
32,391 Added 1.69%
1,954,690 $51.2 Million
Q2 2023

Aug 10, 2023

BUY
$24.86 - $27.15 $791,815 - $864,754
31,851 Added 1.68%
1,922,299 $52.2 Million
Q1 2023

May 05, 2023

SELL
$24.18 - $26.58 $2.1 Million - $2.31 Million
-86,891 Reduced 4.39%
1,890,448 $48.2 Million
Q4 2022

Feb 06, 2023

BUY
$22.49 - $25.81 $1.45 Million - $1.67 Million
64,685 Added 3.38%
1,977,339 $48 Million
Q3 2022

Nov 08, 2022

BUY
$22.24 - $26.54 $2.98 Million - $3.56 Million
134,020 Added 7.53%
1,912,654 $42.5 Million
Q2 2022

Aug 11, 2022

BUY
$22.75 - $27.77 $3.16 Million - $3.85 Million
138,778 Added 8.46%
1,778,634 $41.4 Million
Q1 2022

Aug 11, 2022

BUY
$25.76 - $29.21 $42.2 Million - $47.9 Million
1,639,856 New
1,639,856 $45.2 Million
Q1 2022

Apr 20, 2022

SELL
$25.76 - $29.21 $46.7 Million - $53 Million
-1,814,336 Closed
0 $0
Q4 2021

Feb 07, 2022

BUY
$26.63 - $29.09 $1.42 Million - $1.55 Million
53,294 Added 3.03%
1,814,336 $52.6 Million
Q3 2021

Dec 10, 2021

BUY
$26.06 - $27.9 $45.9 Million - $49.1 Million
1,761,042 New
1,761,042 $46.8 Million

Others Institutions Holding DFAC

About DIMENSIONAL ETF TR U S CORE EQ


  • Ticker DFAC
  • Sector ETFs
  • Industry ETFs
More about DFAC
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