Sax Wealth Advisors, LLC Dimensional ETF Tr Short Durat Transaction History
Sax Wealth Advisors, LLC
- $1.63 Billion
- Q2 2025
A detailed history of Sax Wealth Advisors, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 479,978 shares of DFSD stock, worth $23.1 Million. This represents 1.42% of its overall portfolio holdings.
Number of Shares
479,978
Previous 393,522
21.97%
Holding current value
$23.1 Million
Previous $18.7 Million
23.22%
% of portfolio
1.42%
Previous 1.36%
Shares
13 transactions
Others Institutions Holding DFSD
# of Institutions
358Shares Held
74.2MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO3.9MShares$188 Million2.67% of portfolio
-
Savant Capital, LLC3.66MShares$176 Million1.15% of portfolio
-
Apella Capital, LLC3.4MShares$164 Million4.64% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.92MShares$141 Million1.73% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.64MShares$127 Million11.4% of portfolio