Sax Wealth Advisors, LLC Dimensional ETF Tr U S Equity Transaction History

Sax Wealth Advisors, LLC

$1.37 Billion
Q1 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 3,399,048 shares of DFUS stock, worth $217 Million. This represents 14.96% of its overall portfolio holdings.

Number of Shares

3,399,048

Previous 3,269,813 3.95%

Holding current value

$217 Million

Previous $209 Million 1.44%

% of portfolio

14.96%

Previous 16.58%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$59.61 - $66.71 $7.7 Million - $8.62 Million	129,235 Added 3.95%	3,399,048 $206 Million
Q4 2024 Jan 15, 2025	BUY	$61.52 - $66.5 $3.35 Million - $3.63 Million	54,532 Added 1.7%	3,269,813 $209 Million
Q3 2024 Oct 17, 2024	BUY	$56.04 - $62.2 $6.15 Million - $6.83 Million	109,758 Added 3.53%	3,215,281 $200 Million
Q2 2024 Jul 12, 2024	BUY	$53.83 - $59.14 $19.2 Million - $21.1 Million	356,613 Added 12.97%	3,105,523 $183 Million
Q1 2024 May 13, 2024	BUY	$50.79 - $56.98 $99.6 Million - $112 Million	1,960,422 Added 248.63%	2,748,910 $157 Million
Q4 2023 Feb 14, 2024	BUY	$44.51 - $52.0 $6.78 Million - $7.92 Million	152,371 Added 23.95%	788,488 $40.9 Million
Q3 2023 Nov 07, 2023	BUY	$46.29 - $49.87 $3.24 Million - $3.49 Million	70,067 Added 12.38%	636,117 $29.6 Million
Q2 2023 Aug 10, 2023	BUY	$43.77 - $48.16 $1.24 Million - $1.36 Million	28,340 Added 5.27%	566,050 $27.3 Million
Q1 2023 May 05, 2023	SELL	$41.24 - $45.43 $33,280 - $36,662	-807 Reduced 0.15%	537,710 $23.9 Million
Q4 2022 Feb 06, 2023	SELL	$38.86 - $44.32 $1.23 Million - $1.4 Million	-31,671 Reduced 5.55%	538,517 $22.4 Million
Q3 2022 Nov 08, 2022	SELL	$38.82 - $46.57 $2,872 - $3,446	-74 Reduced 0.01%	570,188 $22.1 Million
Q2 2022 Aug 11, 2022	BUY	$39.62 - $49.51 $644,934 - $805,923	16,278 Added 2.94%	570,262 $23.2 Million
Q1 2022 Aug 11, 2022	BUY	$45.16 - $52.01 $25 Million - $28.8 Million	553,984 New	553,984 $27.2 Million
Q1 2022 Apr 20, 2022	SELL	$45.16 - $52.01 $25.8 Million - $29.7 Million	-571,862 Closed	0 $0
Q4 2021 Feb 07, 2022	SELL	$47.05 - $51.98 $112,355 - $124,128	-2,388 Reduced 0.42%	571,862 $29.6 Million
Q3 2021 Dec 10, 2021	BUY	$46.48 - $49.7 $26.7 Million - $28.5 Million	574,250 New	574,250 $27.1 Million

Others Institutions Holding DFUS

# of Institutions

761

Shares Held

183M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

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Sax Wealth Advisors, LLC Dimensional ETF Tr U S Equity Transaction History