Sax Wealth Advisors, LLC Dimensional ETF Tr Transaction History

Sax Wealth Advisors, LLC

$1.26 Billion
Q4 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 274,235 shares of DFAX stock, worth $6.86 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares

274,235

Previous 285,324 3.89%

Holding current value

$6.86 Million

Previous $7.71 Million 11.54%

% of portfolio

0.54%

Previous 0.7%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$24.76 - $27.04 $274,563 - $299,846	-11,089 Reduced 3.89%	274,235 $6.82 Million
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

224M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAX

More about DFAX

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Sax Wealth Advisors, LLC Dimensional ETF Tr Transaction History