Sax Wealth Advisors, LLC Dimensional ETF Tr Inflation P Transaction History

Sax Wealth Advisors, LLC

$1.37 Billion
Q1 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 5,393 shares of DFIP stock, worth $226,452. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,393

Holding current value

$226,452

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 14, 2025	BUY	$40.27 - $42.11 $217,176 - $227,099	5,393 New	5,393 $227,000

Others Institutions Holding DFIP

# of Institutions

145

Shares Held

15.5M

Call Options Held

Put Options Held

Matson Money. Inc.

3.57M
Shares

$150 Million
5.48% of portfolio
Heirloom Wealth Management Greenwood Village, CO

1.03M
Shares

$43.1 Million
13.1% of portfolio
Planning Center, Inc.

850K
Shares

$35.7 Million
5.96% of portfolio
Hill Investment Group Partners, LLC St. Louis, MO

790K
Shares

$33.2 Million
4.57% of portfolio
Hemington Wealth Management

719K
Shares

$30.2 Million
4.7% of portfolio

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About DIMENSIONAL ETF TR INFLATION P

Ticker DFIP
Sector ETFs
Industry ETFs

More about DFIP

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Sax Wealth Advisors, LLC Dimensional ETF Tr Inflation P Transaction History