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 $574,339. This represents 0.04% of its overall portfolio holdings.

Number of Shares

22,594

Previous 25,362 10.91%

Holding current value

$574,339

Previous $680,000 18.53%

% of portfolio

0.04%

Previous 0.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

208

Shares Held

77.5M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIS
Sector ETFs
Industry ETFs

More about DFIS

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Sax Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History