Sax Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Sax Wealth Advisors, LLC
- $1.37 Billion
- Q1 2025
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 24,673 shares of DFIC stock, worth $770,044. This represents 0.05% of its overall portfolio holdings.
Number of Shares
24,673
Previous 33,077
25.41%
Holding current value
$770,044
Previous $855,000
19.88%
% of portfolio
0.05%
Previous 0.07%
Shares
7 transactions
Others Institutions Holding DFIC
# of Institutions
476Shares Held
280MCall Options Held
6.6KPut Options Held
3.9K-
Mercer Global Advisors Inc Denver, CO30.9MShares$964 Million2.0% of portfolio
-
Envestnet Asset Management Inc27.5MShares$859 Million0.26% of portfolio
-
Forum Financial Management, LP Lombard, IL16.2MShares$506 Million8.53% of portfolio
-
Evensky & Katz LLC6.32MShares$197 Million11.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.17MShares$161 Million0.2% of portfolio