Sax Wealth Advisors, LLC Dimensional ETF Tr Transaction History

Sax Wealth Advisors, LLC

$1.26 Billion
Q4 2024

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 750,634 shares of DFAI stock, worth $24.3 Million. This represents 1.74% of its overall portfolio holdings.

Number of Shares

750,634

Previous 740,965 1.3%

Holding current value

$24.3 Million

Previous $23.5 Million 6.92%

% of portfolio

1.74%

Previous 2.13%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

630

Shares Held

235M

Call Options Held

3.7K

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

More about DFAI

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Sax Wealth Advisors, LLC Dimensional ETF Tr Transaction History