Sax Wealth Advisors, LLC DIMENSIONAL ETF TRUST Transaction History

Sax Wealth Advisors, LLC

  • $1.63 Billion
  • Q2 2025
Number of Shares
34,445
Previous 18,418 87.02%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
BUY
N/A
16,027 Added 87.02%
34,445 $0
Q1 2025

May 14, 2025
BUY
N/A
6,292 Added 51.89%
18,418 $0
Q4 2024

Jan 15, 2025
BUY
N/A
608 Added 5.28%
12,126 $0
Q3 2024

Oct 17, 2024
BUY
N/A
1,224 Added 11.89%
11,518 $0
Q2 2024

Jul 12, 2024
BUY
N/A
1,610 Added 18.54%
10,294 $0
Q1 2024

May 13, 2024
BUY
N/A
4,607 Added 113.0%
8,684 $0
Q4 2023

Feb 14, 2024
BUY
N/A
4,077 New
4,077 $0
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