Sax Wealth Advisors, LLC Dimensional ETF Tr Transaction History

Sax Wealth Advisors, LLC

$1.37 Billion
Q1 2025

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 503,075 shares of DFIV stock, worth $21.3 Million. This represents 1.44% of its overall portfolio holdings.

Number of Shares

503,075

Previous 439,688 14.42%

Holding current value

$21.3 Million

Previous $15.6 Million 26.97%

% of portfolio

1.44%

Previous 1.24%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$35.33 - $40.77 $2.24 Million - $2.58 Million	63,387 Added 14.42%	503,075 $19.8 Million
Q4 2024 Jan 15, 2025	BUY	$34.86 - $37.97 $2.67 Million - $2.91 Million	76,723 Added 21.14%	439,688 $15.6 Million
Q3 2024 Oct 17, 2024	BUY	$34.66 - $38.38 $1.6 Million - $1.77 Million	46,213 Added 14.59%	362,965 $13.8 Million
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

687

Shares Held

226M

Call Options Held

1.8K

Put Options Held

200

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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Sax Wealth Advisors, LLC Dimensional ETF Tr Transaction History