Sax Wealth Advisors, LLC Dimensional ETF Tr U S Target Transaction History

Sax Wealth Advisors, LLC

$1.37 Billion
Q1 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 863,039 shares of DFAT stock, worth $45.4 Million. This represents 3.23% of its overall portfolio holdings.

Number of Shares

863,039

Previous 878,023 1.71%

Holding current value

$45.4 Million

Previous $48.9 Million 9.07%

% of portfolio

3.23%

Previous 3.88%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$50.44 - $58.1 $755,792 - $870,570	-14,984 Reduced 1.71%	863,039 $44.4 Million
Q4 2024 Jan 15, 2025	SELL	$54.54 - $61.04 $943,542 - $1.06 Million	-17,300 Reduced 1.93%	878,023 $48.9 Million
Q3 2024 Oct 17, 2024	SELL	$51.0 - $57.07 $275,961 - $308,805	-5,411 Reduced 0.6%	895,323 $49.8 Million
Q2 2024 Jul 12, 2024	BUY	$50.18 - $54.47 $295,259 - $320,501	5,884 Added 0.66%	900,734 $46.7 Million
Q1 2024 May 13, 2024	BUY	$49.45 - $54.43 $9.31 Million - $10.2 Million	188,206 Added 26.63%	894,850 $48.7 Million
Q4 2023 Feb 14, 2024	BUY	$42.71 - $53.09 $805,126 - $1 Million	18,851 Added 2.74%	706,644 $37 Million
Q3 2023 Nov 07, 2023	BUY	$45.07 - $49.71 $325,856 - $359,403	7,230 Added 1.06%	687,793 $31.4 Million
Q2 2023 Aug 10, 2023	SELL	$41.44 - $46.39 $176,368 - $197,435	-4,256 Reduced 0.62%	680,563 $31.6 Million
Q1 2023 May 05, 2023	SELL	$42.38 - $49.75 $1.15 Million - $1.35 Million	-27,060 Reduced 3.8%	684,819 $30.5 Million
Q4 2022 Feb 06, 2023	SELL	$40.24 - $46.91 $340,993 - $397,515	-8,474 Reduced 1.18%	711,879 $31.3 Million
Q3 2022 Nov 08, 2022	BUY	$38.84 - $46.6 $463,050 - $555,565	11,922 Added 1.68%	720,353 $28.1 Million
Q2 2022 Aug 11, 2022	BUY	$39.72 - $47.15 $883,134 - $1.05 Million	22,234 Added 3.24%	708,431 $28.5 Million
Q1 2022 Aug 11, 2022	BUY	$44.35 - $48.64 $30.4 Million - $33.4 Million	686,197 New	686,197 $32 Million
Q1 2022 Apr 20, 2022	SELL	$44.35 - $48.64 $32.9 Million - $36 Million	-740,716 Closed	0 $0
Q4 2021 Feb 07, 2022	BUY	$44.48 - $49.36 $683,613 - $758,613	15,369 Added 2.12%	740,716 $35.2 Million
Q3 2021 Dec 10, 2021	BUY	$41.66 - $45.84 $30.2 Million - $33.2 Million	725,347 New	725,347 $32.2 Million

Others Institutions Holding DFAT

# of Institutions

770

Shares Held

168M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

More about DFAT

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 Target Transaction History