Sax Wealth Advisors, LLC Dimensional ETF Tr Short Durat Transaction History

Sax Wealth Advisors, LLC

$1.26 Billion
Q4 2024

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 428,894 shares of DFSD stock, worth $20.2 Million. This represents 1.6% of its overall portfolio holdings.

Number of Shares

428,894

Previous 547,674 21.69%

Holding current value

$20.2 Million

Previous $26.1 Million 23.1%

% of portfolio

1.6%

Previous 2.36%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 15, 2025	SELL	$46.75 - $47.8 $5.55 Million - $5.68 Million	-118,780 Reduced 21.69%	428,894 $20.1 Million
Q3 2024 Oct 17, 2024	BUY	$47.0 - $47.84 $1.04 Million - $1.05 Million	22,030 Added 4.19%	547,674 $26.1 Million
Q2 2024 Jul 12, 2024	BUY	$46.64 - $47.15 $6.5 Million - $6.57 Million	139,414 Added 36.1%	525,644 $24.7 Million
Q1 2024 May 13, 2024	BUY	$46.78 - $47.19 $7 Million - $7.06 Million	149,618 Added 63.23%	386,230 $18.2 Million
Q4 2023 Feb 14, 2024	BUY	$46.16 - $47.09 $4.62 Million - $4.71 Million	100,109 Added 73.34%	236,612 $11.1 Million
Q3 2023 Nov 07, 2023	BUY	$46.24 - $46.65 $2.3 Million - $2.32 Million	49,731 Added 57.31%	136,503 $6.33 Million
Q2 2023 Aug 10, 2023	BUY	$46.28 - $46.83 $1.78 Million - $1.8 Million	38,480 Added 79.68%	86,772 $4.02 Million
Q1 2023 May 05, 2023	BUY	$46.1 - $46.75 $455,375 - $461,796	9,878 Added 25.71%	48,292 $2.25 Million
Q4 2022 Feb 06, 2023	BUY	$45.19 - $46.47 $83,601 - $85,969	1,850 Added 5.06%	38,414 $1.77 Million
Q3 2022 Nov 08, 2022	BUY	$45.55 - $47.51 $568,464 - $592,924	12,480 Added 51.82%	36,564 $1.68 Million
Q2 2022 Aug 11, 2022	BUY	$46.22 - $47.82 $1.11 Million - $1.15 Million	24,084 New	24,084 $1.13 Million

Others Institutions Holding DFSD

# of Institutions

327

Shares Held

65.8M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

More about DFSD

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Sax Wealth Advisors, LLC Dimensional ETF Tr Short Durat Transaction History