Sax Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Sax Wealth Advisors, LLC

  • $1.26 Billion
  • Q4 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 109,697 shares of DISV stock, worth $3 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
109,697
Previous 42,622 157.37%
Holding current value
$3 Million
Previous $1.24 Million 135.38%
% of portfolio
0.23%
Previous 0.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
BUY
$26.18 - $28.77 $1.76 Million - $1.93 Million
67,075 Added 157.37%
109,697 $2.91 Million
Q3 2024

Oct 17, 2024
BUY
$26.06 - $29.18 $132,046 - $147,855
5,067 Added 13.49%
42,622 $1.24 Million
Q2 2024

Jul 12, 2024
BUY
$26.23 - $28.56 $281,998 - $307,048
10,751 Added 40.11%
37,555 $1.01 Million
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
281
Shares Held
62.2M
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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