Sax Wealth Advisors, LLC Dimensional ETF Tr Transaction History

Sax Wealth Advisors, LLC

$1.37 Billion
Q1 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 824,835 shares of DFAI stock, worth $28.5 Million. This represents 1.87% of its overall portfolio holdings.

Number of Shares

824,835

Previous 750,634 9.89%

Holding current value

$28.5 Million

Previous $21.9 Million 17.52%

% of portfolio

1.87%

Previous 1.74%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$28.88 - $32.4 $2.14 Million - $2.4 Million	74,201 Added 9.89%	824,835 $25.8 Million
Q4 2024 Jan 15, 2025	BUY	$29.0 - $31.6 $280,401 - $305,540	9,669 Added 1.3%	750,634 $21.9 Million
Q3 2024 Oct 17, 2024	BUY	$28.69 - $32.06 $1.47 Million - $1.64 Million	51,277 Added 7.43%	740,965 $23.5 Million
Q2 2024 Jul 12, 2024	BUY	$28.93 - $30.91 $3.69 Million - $3.95 Million	127,699 Added 22.72%	689,688 $20.5 Million
Q1 2024 May 13, 2024	BUY	$27.74 - $30.27 $4.73 Million - $5.16 Million	170,367 Added 43.5%	561,989 $17 Million
Q4 2023 Feb 14, 2024	BUY	$24.88 - $28.69 $4.34 Million - $5.01 Million	174,635 Added 80.48%	391,622 $11.2 Million
Q3 2023 Nov 07, 2023	BUY	$26.0 - $28.17 $1.21 Million - $1.31 Million	46,649 Added 27.39%	216,987 $5.67 Million
Q2 2023 Aug 10, 2023	BUY	$26.46 - $28.05 $1.4 Million - $1.48 Million	52,777 Added 44.89%	170,338 $4.65 Million
Q1 2023 May 05, 2023	BUY	$25.21 - $27.45 $465,477 - $506,836	18,464 Added 18.63%	117,561 $3.17 Million
Q4 2022 Feb 06, 2023	BUY	$21.47 - $25.85 $456,752 - $549,932	21,274 Added 27.34%	99,097 $2.48 Million
Q3 2022 Nov 08, 2022	BUY	$21.44 - $25.78 $347,799 - $418,203	16,222 Added 26.33%	77,823 $1.68 Million
Q2 2022 Aug 11, 2022	BUY	$23.87 - $28.49 $1.13 Million - $1.35 Million	47,271 Added 329.87%	61,601 $1.49 Million
Q1 2022 Apr 20, 2022	BUY	$25.94 - $30.08 $65,213 - $75,621	2,514 Added 21.28%	14,330 $403,000
Q4 2021 Feb 07, 2022	BUY	$28.27 - $30.4 $49,104 - $52,804	1,737 Added 17.23%	11,816 $349,000
Q3 2021 Dec 10, 2021	BUY	$28.39 - $30.41 $286,142 - $306,502	10,079 New	10,079 $291,000

Others Institutions Holding DFAI

# of Institutions

646

Shares Held

235M

Call Options Held

500

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

More about DFAI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sax Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sax Wealth Advisors, LLC with notifications on news.

Account

Sax Wealth Advisors, LLC Dimensional ETF Tr Transaction History