Sax Wealth Advisors, LLC Dimensional ETF Tr Emerging Mk Transaction History
Sax Wealth Advisors, LLC
- $1.84 Billion
- Q3 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 99,239 shares of DFEV stock, worth $3.18 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
99,239
Previous 69,332
43.14%
Holding current value
$3.18 Million
Previous $2.08 Million
52.14%
% of portfolio
0.17%
Previous 0.13%
Shares
4 transactions
Others Institutions Holding DFEV
# of Institutions
217Shares Held
25.4MCall Options Held
0Put Options Held
0-
Asset Dedication, LLC2.56MShares$82 Million5.69% of portfolio
-
Ritholtz Wealth Management1.25MShares$40 Million0.84% of portfolio
-
Jones Financial Companies Lllp1.21MShares$39 Million0.03% of portfolio
-
High Tower Advisors, LLC Chicago, IL943KShares$30.3 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL877KShares$28.1 Million0.01% of portfolio