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 737,534 shares of DUHP stock, worth $26 Million. This represents 1.98% of its overall portfolio holdings.

Number of Shares
737,534
Previous 958,644 23.06%
Holding current value
$26 Million
Previous $32.7 Million 23.7%
% of portfolio
1.98%
Previous 2.95%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
389
Shares Held
219M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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