Sax Wealth Advisors, LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Sax Wealth Advisors, LLC

$1.11 Billion
Q3 2024

A detailed history of Sax Wealth Advisors, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 111,168 shares of DFNM stock, worth $5.37 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares

111,168

Previous 92,084 20.72%

Holding current value

$5.37 Million

Previous $4.4 Million 22.69%

% of portfolio

0.49%

Previous 0.42%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	BUY	$47.7 - $48.54 $910,306 - $926,337	19,084 Added 20.72%	111,168 $5.4 Million
Q2 2024 Jul 12, 2024	BUY	$47.4 - $48.0 $1.95 Million - $1.97 Million	41,055 Added 80.45%	92,084 $4.4 Million
Q1 2024 May 13, 2024	BUY	$48.08 - $48.49 $1.44 Million - $1.46 Million	30,030 Added 143.01%	51,029 $2.45 Million
Q4 2023 Feb 14, 2024	BUY	$46.17 - $48.51 $253,935 - $266,805	5,500 Added 35.49%	20,999 $1.02 Million
Q3 2023 Nov 07, 2023	SELL	$46.44 - $47.81 $191,565 - $197,216	-4,125 Reduced 21.02%	15,499 $720,000
Q2 2023 Aug 10, 2023	BUY	$47.15 - $48.62 $220,662 - $227,541	4,680 Added 31.32%	19,624 $934,000
Q1 2023 May 05, 2023	BUY	$47.4 - $48.69 $87,690 - $90,076	1,850 Added 14.13%	14,944 $721,000
Q4 2022 Feb 06, 2023	BUY	$46.51 - $48.03 $212,783 - $219,737	4,575 Added 53.7%	13,094 $626,000
Q3 2022 Nov 08, 2022	BUY	$46.65 - $48.89 $175,870 - $184,315	3,770 Added 79.39%	8,519 $397,000
Q2 2022 Aug 11, 2022	BUY	$47.55 - $48.44 $225,814 - $230,041	4,749 New	4,749 $228,000

Others Institutions Holding DFNM

# of Institutions

201

Shares Held

22.1M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
Sector ETFs
Industry ETFs

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Sax Wealth Advisors, LLC Dimensional ETF Tr Natl Mun Bd Transaction History