Sax Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Sax Wealth Advisors, LLC
- $1.11 Billion
- Q3 2024
A detailed history of Sax Wealth Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 750,838 shares of DIHP stock, worth $19.4 Million. This represents 1.88% of its overall portfolio holdings.
Number of Shares
750,838
Previous 696,393
7.82%
Holding current value
$19.4 Million
Previous $18.3 Million
13.47%
% of portfolio
1.88%
Previous 1.76%
Shares
10 transactions
Others Institutions Holding DIHP
# of Institutions
208Shares Held
113MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc22.4MShares$581 Million0.21% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.1MShares$573 Million1.34% of portfolio
-
Savant Capital, LLC8.48MShares$220 Million2.0% of portfolio
-
Vista Wealth Management Group, LLC6.05MShares$157 Million11.58% of portfolio
-
Forum Financial Management, LP Lombard, IL6.01MShares$156 Million3.18% of portfolio