Sax Wealth Advisors, LLC Dimensional ETF Tr U S Small C Transaction History
Sax Wealth Advisors, LLC
- $1.26 Billion
- Q4 2024
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 539,671 shares of DFAS stock, worth $33 Million. This represents 2.79% of its overall portfolio holdings.
Number of Shares
539,671
Previous 534,610
0.95%
Holding current value
$33 Million
Previous $34.7 Million
1.29%
% of portfolio
2.79%
Previous 3.13%
Shares
15 transactions
Others Institutions Holding DFAS
# of Institutions
782Shares Held
119MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$809 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$459 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$400 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$316 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$166 Million1.82% of portfolio