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

Sax Wealth Advisors, LLC

$1.26 Billion
Q4 2024

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 3,269,813 shares of DFUS stock, worth $211 Million. This represents 16.58% of its overall portfolio holdings.

Number of Shares

3,269,813

Previous 3,215,281 1.7%

Holding current value

$211 Million

Previous $200 Million 4.3%

% of portfolio

16.58%

Previous 18.05%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

655

Shares Held

135M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

More about DFUS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sax Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sax Wealth Advisors, LLC with notifications on news.

Account

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