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 22,594 shares of DFIS stock, worth $598,289. This represents 0.04% of its overall portfolio holdings.

Number of Shares
22,594
Previous 25,362 10.91%
Holding current value
$598,289
Previous $680,000 18.53%
% of portfolio
0.04%
Previous 0.06%

Shares

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

Jan 15, 2025
SELL
$24.25 - $26.7 $67,124 - $73,905
-2,768 Reduced 10.91%
22,594 $554,000
Q3 2024

Oct 17, 2024
SELL
$24.06 - $26.97 $33,034 - $37,029
-1,373 Reduced 5.14%
25,362 $680,000
Q2 2024

Jul 12, 2024
SELL
$24.08 - $25.86 $195,914 - $210,396
-8,136 Reduced 23.33%
26,735 $658,000
Q1 2024

May 13, 2024
SELL
$23.13 - $25.1 $35,782 - $38,829
-1,547 Reduced 4.25%
34,871 $873,000
Q4 2023

Feb 14, 2024
BUY
$20.55 - $24.23 $474,252 - $559,179
23,078 Added 173.0%
36,418 $880,000
Q3 2023

Nov 07, 2023
BUY
$21.81 - $23.89 $88,744 - $97,208
4,069 Added 43.89%
13,340 $292,000
Q2 2023

Aug 10, 2023
BUY
$22.26 - $23.55 $206,372 - $218,332
9,271 New
9,271 $211,000

Others Institutions Holding DFIS

# of Institutions
236
Shares Held
81.5M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFIS Quotes by TradingView
  • Ticker DFIS
  • Sector ETFs
  • Industry ETFs
More about DFIS
Track This Portfolio

Track Sax Wealth Advisors, LLC Portfolio

Follow Sax Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sax Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sax Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email