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 795,088 shares of DUHP stock, worth $25.6 Million. This represents 2.96% of its overall portfolio holdings.
Number of Shares
795,088
Previous 645,859
23.11%
Holding current value
$25.6 Million
Previous $18.5 Million
36.01%
% of portfolio
2.96%
Previous 3.04%
Shares
8 transactions
Others Institutions Holding DUHP
# of Institutions
268Shares Held
163MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO26.3MShares$847 Million2.36% of portfolio
-
Envestnet Asset Management Inc25.6MShares$826 Million0.31% of portfolio
-
Merriman Wealth Management, LLC8.1MShares$261 Million11.86% of portfolio
-
Forum Financial Management, LP Lombard, IL7.08MShares$228 Million4.33% of portfolio
-
Vista Wealth Management Group, LLC6.69MShares$215 Million16.65% of portfolio