Sax Wealth Advisors, LLC Dimensional ETF Tr Us Marketwi Transaction History
Sax Wealth Advisors, LLC
- $1.37 Billion
- Q1 2025
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 852,592 shares of DFUV stock, worth $36.8 Million. This represents 2.56% of its overall portfolio holdings.
Number of Shares
852,592
Previous 861,247
1.0%
Holding current value
$36.8 Million
Previous $35.2 Million
0.3%
% of portfolio
2.56%
Previous 2.8%
Shares
12 transactions
Others Institutions Holding DFUV
# of Institutions
731Shares Held
274MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.2MShares$1.48 Billion3.28% of portfolio
-
Envestnet Asset Management Inc30.5MShares$1.32 Billion0.42% of portfolio
-
Savant Capital, LLC17.3MShares$747 Million5.4% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$623 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.5MShares$455 Million0.73% of portfolio