Sax Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Sax Wealth Advisors, LLC
- $1.63 Billion
- Q2 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 63,069 shares of DFIC stock, worth $2 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
63,069
Previous 24,673
155.62%
Holding current value
$2 Million
Previous $685,000
186.13%
% of portfolio
0.12%
Previous 0.05%
Shares
8 transactions
Others Institutions Holding DFIC
# of Institutions
493Shares Held
292MCall Options Held
6.6KPut Options Held
3.9K-
Mercer Global Advisors Inc Denver, CO30.9MShares$980 Million2.0% of portfolio
-
Envestnet Asset Management Inc27.5MShares$873 Million0.26% of portfolio
-
Forum Financial Management, LP Lombard, IL16.2MShares$515 Million8.53% of portfolio
-
Evensky & Katz LLC6.15MShares$195 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.17MShares$164 Million0.2% of portfolio