Sax Wealth Advisors, LLC Dimensional ETF Tr Transaction History

Sax Wealth Advisors, LLC

  • $1.11 Billion
  • Q3 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 285,324 shares of DFAX stock, worth $7.2 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares
285,324
Previous 278,571 2.42%
Holding current value
$7.2 Million
Previous $7.08 Million 8.83%
% of portfolio
0.7%
Previous 0.68%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024
BUY
$24.29 - $27.25 $164,030 - $184,019
6,753 Added 2.42%
285,324 $7.71 Million
Q2 2024

Jul 12, 2024
BUY
$24.57 - $26.36 $4.92 Million - $5.28 Million
200,288 Added 255.85%
278,571 $7.08 Million
Q1 2024

May 13, 2024
BUY
$23.42 - $25.45 $33,865 - $36,800
1,446 Added 1.88%
78,283 $1.99 Million
Q4 2023

Feb 14, 2024
BUY
$21.44 - $24.42 $235 - $268
11 Added 0.01%
76,837 $1.88 Million
Q3 2023

Nov 07, 2023
SELL
$22.41 - $24.35 $35,676 - $38,765
-1,592 Reduced 2.03%
76,826 $1.73 Million
Q2 2023

Aug 10, 2023
SELL
$22.56 - $24.03 $194,963 - $207,667
-8,642 Reduced 9.93%
78,418 $1.83 Million
Q1 2023

May 05, 2023
SELL
$21.74 - $23.72 $473,062 - $516,147
-21,760 Reduced 20.0%
87,060 $2.01 Million
Q4 2022

Feb 06, 2023
SELL
$18.81 - $22.36 $40,309 - $47,917
-2,143 Reduced 1.93%
108,820 $2.35 Million
Q3 2022

Nov 08, 2022
SELL
$18.89 - $22.64 $41,728 - $50,011
-2,209 Reduced 1.95%
110,963 $2.1 Million
Q2 2022

Aug 11, 2022
SELL
$21.22 - $25.37 $43,140 - $51,577
-2,033 Reduced 1.76%
113,172 $2.43 Million
Q1 2022

Aug 11, 2022
BUY
$23.26 - $26.72 $2.68 Million - $3.08 Million
115,205 New
115,205 $2.87 Million
Q1 2022

Apr 20, 2022
SELL
$23.26 - $26.72 $3.22 Million - $3.7 Million
-138,614 Closed
0 $0
Q4 2021

Feb 07, 2022
BUY
$25.17 - $26.82 $3.49 Million - $3.72 Million
138,614 New
138,614 $3.62 Million

Others Institutions Holding DFAX

# of Institutions
513
Shares Held
221M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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