Sax Wealth Advisors, LLC Sells in Q4 2024

Sax Wealth Advisors, LLC

  • $1.26 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DIHP
Dimensional ETF Tr Dimensional

ETFs
-263K
- 35.05%
$25.15 - $27.57 $6.62M - $7.26M
488K $12.3M
DUHP
Dimensional ETF Tr Dimensional

ETFs
-221K
- 23.06%
$33.62 - $35.69 $7.43M - $7.89M
738K $24.9M
DFSD
Dimensional ETF Tr Short Durat

ETFs
-119K
- 21.69%
$46.75 - $47.8 $5.55M - $5.68M
429K $20.1M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-26.6K
- 3.35%
$41.17 - $43.34 $1.09M - $1.15M
768K $31.8M
DFAU
Dimensional ETF Tr

ETFs
-39.8K
- 9.9%
$39.27 - $42.38 $1.56M - $1.69M
363K $14.7M
VTV
Vanguard Value ETF

ETFs
-5.72K
- 15.52%
$168.32 - $181.87 $962K - $1.04M
31.1K $5.27M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-8.23K
- 7.52%
$113.92 - $127.38 $938K - $1.05M
101K $11.7M
DFAT
Dimensional ETF Tr U S Target

ETFs
-17.3K
- 1.93%
$54.54 - $61.04 $944K - $1.06M
878K $48.9M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-14.3K
- 2.26%
$61.68 - $67.87 $884K - $973K
621K $38.7M
DFAX
Dimensional ETF Tr
-11.1K
- 3.89%
$24.76 - $27.04 $275K - $300K
274K $6.82M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-11.3K
- 12.86%
$50.73 - $51.08 $572K - $576K
76.5K $3.89M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
-9.3K
- 8.37%
$47.65 - $48.6 $443K - $452K
102K $4.87M
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
-5.55K
- 17.18%
$57.96 - $64.2 $322K - $357K
26.8K $1.56M
DFAR
Dimensional ETF Tr Dimensional

ETFs
-9.26K
- 8.2%
$22.72 - $25.76 $210K - $238K
104K $2.41M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-743
- 0.75%
$98.47 - $109.35 $73.2K - $81.2K
98.6K $9.71M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-4.27K
- 22.48%
$75.65 - $83.47 $323K - $357K
14.7K $1.12M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-5.86K
- 31.85%
$33.39 - $37.66 $196K - $221K
12.5K $418K
IEFA
Ishares Tr

ETFs
-647
- 2.49%
$70.06 - $77.43 $45.3K - $50.1K
25.4K $1.78M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-1.51K
- 6.38%
$201.32 - $217.44 $304K - $329K
22.2K $4.59M
PEP
Pepsico Inc

Consumer Defensive
-744
- 13.9%
$151.29 - $176.1 $113K - $131K
4.61K $700K
CPNG
Coupang, Inc.

Consumer Cyclical
-1.33K
- 2.04%
$21.98 - $26.89 $29.2K - $35.7K
63.7K $1.4M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-23.4K
- 1.18%
$33.92 - $36.6 $794K - $857K
1.96M $67.7M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-2.6K
- 7.71%
$43.02 - $47.32 $112K - $123K
31.1K $1.35M
VNQ
Vanguard Specialized Funds Van

ETFs
-32
- 0.15%
$87.85 - $98.6 $2.81K - $3.16K
21.6K $1.93M
HCA
Hca Healthcare, Inc.

Healthcare
-191
- 16.09%
$297.52 - $415.61 $56.8K - $79.4K
996 $298K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.12K
- 3.35%
$88.59 - $94.57 $98.8K - $105K
32.2K $2.86M
NUSC
Nuveen Esg Small Cap ETF

ETFs
-3.87K
- 29.38%
$41.74 - $46.2 $162K - $179K
9.31K $390K
CAT
Caterpillar Inc

Industrials
-272
- 10.98%
$360.37 - $416.88 $98K - $113K
2.21K $800K
VZ
Verizon Communications Inc

Communication Services
-812
- 2.97%
$39.6 - $45.21 $32.2K - $36.7K
26.6K $1.06M
VCIT
Vanguard Intermediate Term Cor

ETFs
-1.63K
- 34.24%
$80.13 - $83.77 $131K - $137K
3.13K $251K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-141
- 19.24%
$501.29 - $612.85 $70.7K - $86.4K
592 $307K
DOW
Dow Inc.

Basic Materials
-923
- 15.06%
$39.1 - $55.34 $36.1K - $51.1K
5.2K $208K
DFIS
Dimensional ETF Tr Dimensional

ETFs
-2.77K
- 10.91%
$24.25 - $26.7 $67.1K - $73.9K
22.6K $554K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-1.16K
- 16.55%
$100.16 - $100.7 $116K - $117K
5.83K $585K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
-12.9K
- 53.6%
$8.17 - $8.66 $105K - $111K
11.1K $91K
XLE
Energy Sector Spdr

ETFs
-920
- 5.42%
$83.32 - $97.27 $76.7K - $89.5K
16.1K $1.38M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.32K
- 26.42%
$71.75 - $75.11 $94.9K - $99.4K
3.69K $264K
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
-2.87K
- 18.86%
$24.74 - $27.68 $71.1K - $79.5K
12.4K $305K
XLF
Financial Sector Spdr

ETFs
-3.34K
- 15.35%
$44.89 - $51.34 $150K - $171K
18.4K $889K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-3.12K
- 24.28%
$24.94 - $26.14 $77.8K - $81.5K
9.72K $242K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
-14.8K
- 54.47%
$5.64 - $5.93 $83.5K - $87.8K
12.4K $70K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-210
- 11.75%
$417.69 - $450.94 $87.7K - $94.7K
1.58K $671K
BMY
Bristol Myers Squibb CO

Healthcare
-2.06K
- 25.46%
$51.92 - $59.94 $107K - $124K
6.04K $341K
IXUS
Ishares Tr

ETFs
-2
- 0.02%
$65.95 - $72.56 $132 - $145
10.6K $702K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-726
- 12.15%
$81.68 - $82.93 $59.3K - $60.2K
5.25K $430K
INTC
Intel Corp

Technology
-1.03K
- 7.75%
$19.07 - $26.23 $19.6K - $26.9K
12.2K $245K
VV
Vanguard Large Cap ETF

ETFs
-311
- 8.76%
$260.27 - $280.65 $80.9K - $87.3K
3.24K $873K
NUE
Nucor Corp

Basic Materials
-3
- 0.17%
$115.78 - $167.74 $347 - $503
1.73K $202K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-861
- 16.77%
$51.33 - $53.74 $44.2K - $46.3K
4.27K $220K
Activity Summary
Buys All Purchases 211 New Holdings 54 Increased Positions 157 Sells All Sells 83 Reductions 83 Sold out 0 Options Calls 0 Puts 0
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