Sax Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Sax Wealth Advisors, LLC

  • $1.26 Billion
  • Q4 2024

A detailed history of Sax Wealth Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 33,077 shares of DFIC stock, worth $938,725. This represents 0.07% of its overall portfolio holdings.

Number of Shares
33,077
Previous 19,357 70.88%
Holding current value
$938,725
Previous $544,000 57.17%
% of portfolio
0.07%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
BUY
$25.61 - $28.0 $351,369 - $384,160
13,720 Added 70.88%
33,077 $855,000
Q3 2024

Oct 17, 2024
BUY
$25.36 - $28.37 $20,288 - $22,696
800 Added 4.31%
19,357 $544,000
Q2 2024

Jul 12, 2024
SELL
$25.73 - $27.44 $15,438 - $16,464
-600 Reduced 3.13%
18,557 $487,000
Q1 2024

May 13, 2024
BUY
$24.62 - $26.83 $14,796 - $16,124
601 Added 3.24%
19,157 $512,000
Q4 2023

Feb 14, 2024
BUY
$22.18 - $25.58 $93,156 - $107,436
4,200 Added 29.26%
18,556 $473,000
Q3 2022

Nov 08, 2022
BUY
$19.05 - $23.07 $273,481 - $331,192
14,356 New
14,356 $275,000

Others Institutions Holding DFIC

# of Institutions
439
Shares Held
2.29B
Call Options Held
5.9K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFIC Quotes by TradingView
  • Ticker DFIC
  • Sector ETFs
  • Industry ETFs
More about DFIC
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