Sax Wealth Advisors, LLC Dimensional ETF Tr Us Marketwi Transaction History
Sax Wealth Advisors, LLC
- $848 Million
- Q1 2024
A detailed history of Sax Wealth Advisors, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 846,892 shares of DFUV stock, worth $33.2 Million. This represents 4.08% of its overall portfolio holdings.
Number of Shares
846,892
Previous 776,786
9.03%
Holding current value
$33.2 Million
Previous $28.9 Million
19.81%
% of portfolio
4.08%
Previous 4.76%
Shares
8 transactions
Others Institutions Holding DFUV
# of Institutions
592Shares Held
242MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO25.8MShares$1.01 Billion3.0% of portfolio
-
Envestnet Asset Management Inc24MShares$941 Million0.37% of portfolio
-
Savant Capital, LLC16.6MShares$650 Million7.85% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.5MShares$569 Million6.73% of portfolio
-
Ci Private Wealth, LLC Miami, FL11MShares$430 Million0.71% of portfolio