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 $586,540. This represents 0.04% of its overall portfolio holdings.
Number of Shares
22,594
Previous 25,362
10.91%
Holding current value
$586,540
Previous $680,000
18.53%
% of portfolio
0.04%
Previous 0.06%
Shares
7 transactions
Others Institutions Holding DFIS
# of Institutions
236Shares Held
81.5MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp17.7MShares$460 Million0.42% of portfolio
-
Matson Money. Inc.12.4MShares$322 Million10.93% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$277 Million3.42% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.82MShares$99.1 Million0.14% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL2.6MShares$67.6 Million3.04% of portfolio