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 $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
Others Institutions Holding DFAC
# of Institutions
898Shares Held
721MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.82 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.63 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.28 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.27 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$603 Million0.29% of portfolio