Sax Wealth Advisors, LLC Dimensional ETF Tr U S Small C 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 Small C stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 567,923 shares of DFAS stock, worth $39.2 Million. This represents 2.23% of its overall portfolio holdings.

Number of Shares

567,923

Previous 552,742 2.75%

Holding current value

$39.2 Million

Previous $33 Million 9.56%

% of portfolio

2.23%

Previous 2.4%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	BUY	$52.31 - $63.72 $794,118 - $967,333	15,181 Added 2.75%	567,923 $36.2 Million
Q1 2025 May 14, 2025	BUY	$58.81 - $68.2 $768,705 - $891,442	13,071 Added 2.42%	552,742 $33 Million
Q4 2024 Jan 15, 2025	BUY	$63.58 - $71.15 $321,778 - $360,090	5,061 Added 0.95%	539,671 $35.1 Million
Q3 2024 Oct 17, 2024	BUY	$59.25 - $65.33 $1.27 Million - $1.4 Million	21,462 Added 4.18%	534,610 $34.7 Million
Q2 2024 Jul 12, 2024	BUY	$57.42 - $62.37 $2.21 Million - $2.4 Million	38,440 Added 8.1%	513,148 $30.8 Million
Q1 2024 May 13, 2024	BUY	$56.66 - $62.34 $10.2 Million - $11.2 Million	180,017 Added 61.09%	474,708 $29.6 Million
Q4 2023 Feb 14, 2024	BUY	$48.83 - $60.51 $829,133 - $1.03 Million	16,980 Added 6.11%	294,691 $17.6 Million
Q3 2023 Nov 07, 2023	BUY	$51.84 - $57.67 $342,040 - $380,506	6,598 Added 2.43%	277,711 $14.6 Million
Q2 2023 Aug 10, 2023	SELL	$49.85 - $54.8 $12,911 - $14,193	-259 Reduced 0.1%	271,113 $14.9 Million
Q1 2023 May 05, 2023	BUY	$50.35 - $57.8 $88,162 - $101,207	1,751 Added 0.65%	271,372 $14.3 Million
Q4 2022 Feb 06, 2023	SELL	$47.77 - $54.73 $513,288 - $588,073	-10,745 Reduced 3.83%	269,621 $13.8 Million
Q3 2022 Nov 08, 2022	BUY	$46.47 - $55.84 $571,534 - $686,776	12,299 Added 4.59%	280,366 $13 Million
Q2 2022 Aug 11, 2022	BUY	$46.65 - $56.4 $458,569 - $554,412	9,830 Added 3.81%	268,067 $12.9 Million
Q1 2022 Aug 11, 2022	BUY	$53.45 - $60.82 $13.8 Million - $15.7 Million	258,237 New	258,237 $14.5 Million
Q1 2022 Apr 20, 2022	SELL	$53.45 - $60.82 $14.2 Million - $16.1 Million	-265,498 Closed	0 $0
Q4 2021 Feb 07, 2022	SELL	$56.67 - $63.93 $127,054 - $143,331	-2,242 Reduced 0.84%	265,498 $15.9 Million
Q3 2021 Dec 10, 2021	BUY	$54.69 - $59.43 $14.6 Million - $15.9 Million	267,740 New	267,740 $15.4 Million

Others Institutions Holding DFAS

# of Institutions

843

Shares Held

133M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

More about DFAS

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 U S Small C Transaction History