Sax Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Sax Wealth Advisors, LLC

  • $848 Million
  • Q1 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 26,804 shares of DISV stock, worth $739,254. This represents 0.09% of its overall portfolio holdings.

Number of Shares
26,804
Previous 9,789 173.82%
Holding current value
$739,254
Previous $252,000 188.89%
% of portfolio
0.09%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
BUY
$24.73 - $27.24 $420,780 - $463,488
17,015 Added 173.82%
26,804 $728,000
Q4 2023

Feb 14, 2024
BUY
$22.43 - $25.87 $219,567 - $253,241
9,789 New
9,789 $252,000

Others Institutions Holding DISV

# of Institutions
247
Shares Held
53.5M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DISV Quotes by TradingView
  • Ticker DISV
  • Sector ETFs
  • Industry ETFs
More about DISV
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