Sax Wealth Advisors, LLC Dimensional ETF Tr Transaction History

Sax Wealth Advisors, LLC

  • $1.04 Billion
  • Q2 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 689,688 shares of DFAI stock, worth $21.5 Million. This represents 1.97% of its overall portfolio holdings.

Number of Shares
689,688
Previous 561,989 22.72%
Holding current value
$21.5 Million
Previous $17 Million 20.49%
% of portfolio
1.97%
Previous 2.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
520
Shares Held
159M
Call Options Held
400
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAI Quotes by TradingView
  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
Track This Portfolio

Track Sax Wealth Advisors, LLC Portfolio

Follow Sax Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email