Sax Wealth Advisors, LLC Dimensional ETF Tr Transaction History

Sax Wealth Advisors, LLC

  • $1.04 Billion
  • Q2 2024

A detailed history of Sax Wealth Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 316,752 shares of DFIV stock, worth $11.8 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares
316,752
Previous 283,739 11.63%
Holding current value
$11.8 Million
Previous $10.4 Million 9.18%
% of portfolio
1.1%
Previous 1.23%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024
BUY
$35.5 - $38.02 $1.17 Million - $1.26 Million
33,013 Added 11.63%
316,752 $11.4 Million
Q1 2024

May 13, 2024
BUY
$33.15 - $36.75 $2.57 Million - $2.85 Million
77,448 Added 37.54%
283,739 $10.4 Million
Q4 2023

Feb 14, 2024
BUY
$30.86 - $34.46 $627,784 - $701,019
20,343 Added 10.94%
206,291 $7.09 Million
Q3 2023

Nov 07, 2023
BUY
$32.1 - $34.42 $222,356 - $238,427
6,927 Added 3.87%
185,948 $6.07 Million
Q2 2023

Aug 10, 2023
SELL
$31.45 - $33.77 $53,842 - $57,814
-1,712 Reduced 0.95%
179,021 $5.88 Million
Q1 2023

May 05, 2023
BUY
$30.43 - $33.38 $235,467 - $258,294
7,738 Added 4.47%
180,733 $5.83 Million
Q4 2022

Feb 06, 2023
BUY
$25.88 - $31.1 $55,046 - $66,149
2,127 Added 1.24%
172,995 $5.26 Million
Q3 2022

Nov 08, 2022
BUY
$25.71 - $30.57 $50,365 - $59,886
1,959 Added 1.16%
170,868 $4.4 Million
Q2 2022

Aug 11, 2022
BUY
$28.66 - $33.84 $121,174 - $143,075
4,228 Added 2.57%
168,909 $4.88 Million
Q1 2022

Aug 11, 2022
BUY
$30.75 - $35.49 $5.06 Million - $5.84 Million
164,681 New
164,681 $5.51 Million
Q1 2022

Apr 20, 2022
SELL
$30.75 - $35.49 $5.23 Million - $6.04 Million
-170,106 Closed
0 $0
Q4 2021

Feb 07, 2022
BUY
$31.61 - $34.21 $5.38 Million - $5.82 Million
170,106 New
170,106 $5.58 Million

Others Institutions Holding DFIV

# of Institutions
527
Shares Held
184M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFIV Quotes by TradingView
  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
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