Sax Wealth Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History

Sax Wealth Advisors, LLC

$1.63 Billion
Q2 2025

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 2,121,805 shares of DFAC stock, worth $78.7 Million. This represents 4.68% of its overall portfolio holdings.

Number of Shares

2,121,805

Previous 1,940,397 9.35%

Holding current value

$78.7 Million

Previous $64 Million 18.8%

% of portfolio

4.68%

Previous 4.66%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	BUY	$29.12 - $35.84 $5.28 Million - $6.5 Million	181,408 Added 9.35%	2,121,805 $76 Million
Q1 2025 May 14, 2025	SELL	$32.42 - $36.13 $516,709 - $575,839	-15,938 Reduced 0.81%	1,940,397 $64 Million
Q4 2024 Jan 15, 2025	SELL	$33.92 - $36.6 $794,135 - $856,879	-23,412 Reduced 1.18%	1,956,335 $67.7 Million
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

# of Institutions

1,111

Shares Held

820M

Call Options Held

46.6K

Put Options Held

600

View Full List

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
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Sax Wealth Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History