Sax Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Sax Wealth Advisors, LLC

  • $1.11 Billion
  • Q3 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 25,362 shares of DFIS stock, worth $618,325. This represents 0.06% of its overall portfolio holdings.

Number of Shares
25,362
Previous 26,735 5.14%
Holding current value
$618,325
Previous $658,000 3.34%
% of portfolio
0.06%
Previous 0.06%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
195
Shares Held
78.5M
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
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