Sax Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Sax Wealth Advisors, LLC

$1.37 Billion
Q1 2025

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 712,489 shares of DUHP stock, worth $25.1 Million. This represents 1.72% of its overall portfolio holdings.

Number of Shares

712,489

Previous 737,534 3.4%

Holding current value

$25.1 Million

Previous $24.9 Million 5.26%

% of portfolio

1.72%

Previous 1.98%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$32.57 - $35.82 $815,715 - $897,111	-25,045 Reduced 3.4%	712,489 $23.6 Million
Q4 2024 Jan 15, 2025	SELL	$33.62 - $35.69 $7.43 Million - $7.89 Million	-221,110 Reduced 23.06%	737,534 $24.9 Million
Q3 2024 Oct 17, 2024	BUY	$30.74 - $34.07 $1.23 Million - $1.36 Million	39,992 Added 4.35%	958,644 $32.7 Million
Q2 2024 Jul 12, 2024	BUY	$29.72 - $32.4 $3.67 Million - $4 Million	123,564 Added 15.54%	918,652 $29.4 Million
Q1 2024 May 13, 2024	BUY	$28.16 - $31.61 $4.2 Million - $4.72 Million	149,229 Added 23.11%	795,088 $25.1 Million
Q4 2023 Feb 14, 2024	BUY	$24.79 - $28.64 $4.4 Million - $5.09 Million	177,632 Added 37.94%	645,859 $18.5 Million
Q3 2023 Nov 07, 2023	BUY	$25.64 - $27.32 $1.7 Million - $1.81 Million	66,389 Added 16.52%	468,227 $12 Million
Q2 2023 Aug 10, 2023	BUY	$24.51 - $26.54 $1.3 Million - $1.41 Million	53,203 Added 15.26%	401,838 $10.7 Million
Q1 2023 May 05, 2023	BUY	$23.91 - $25.61 $1.23 Million - $1.32 Million	51,612 Added 17.38%	348,635 $8.76 Million
Q4 2022 Feb 06, 2023	BUY	$21.59 - $25.35 $508,185 - $596,688	23,538 Added 8.61%	297,023 $7.13 Million
Q3 2022 Nov 08, 2022	BUY	$21.34 - $25.56 $3.13 Million - $3.75 Million	146,585 Added 115.51%	273,485 $5.84 Million
Q2 2022 Aug 11, 2022	BUY	$21.86 - $26.49 $2.77 Million - $3.36 Million	126,900 New	126,900 $2.86 Million

Others Institutions Holding DUHP

# of Institutions

418

Shares Held

228M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
Sector ETFs
Industry ETFs

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Sax Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History