Sax Wealth Advisors, LLC Dimensional ETF Tr Emerging Mk Transaction History
Sax Wealth Advisors, LLC
- $1.63 Billion
- Q2 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 69,332 shares of DFEV stock, worth $2.22 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
69,332
Previous 53,803
28.86%
Holding current value
$2.22 Million
Previous $1.46 Million
42.89%
% of portfolio
0.13%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding DFEV
# of Institutions
208Shares Held
25MCall Options Held
0Put Options Held
0-
Asset Dedication, LLC2.56MShares$81.9 Million5.69% of portfolio
-
Ritholtz Wealth Management1.25MShares$40 Million0.84% of portfolio
-
Jones Financial Companies Lllp1.21MShares$38.9 Million0.03% of portfolio
-
High Tower Advisors, LLC Chicago, IL943KShares$30.2 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL877KShares$28.1 Million0.01% of portfolio