Sax Wealth Advisors, LLC Dimensional ETF Tr Emerging Mk Transaction History
Sax Wealth Advisors, LLC
- $1.37 Billion
- Q1 2025
A detailed history of Sax Wealth Advisors, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 53,803 shares of DFEV stock, worth $1.64 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
53,803
Previous 44,595
20.65%
Holding current value
$1.64 Million
Previous $1.17 Million
24.57%
% of portfolio
0.11%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding DFEV
# of Institutions
200Shares Held
23.9MCall Options Held
0Put Options Held
0-
Asset Dedication, LLC2.53MShares$76.9 Million5.65% of portfolio
-
Ritholtz Wealth Management1.01MShares$30.7 Million0.83% of portfolio
-
High Tower Advisors, LLC Chicago, IL908KShares$27.7 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL834KShares$25.4 Million0.01% of portfolio
-
True Wealth Design, LLC Akron, OH806KShares$24.6 Million8.3% of portfolio