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 103,653 shares of DFAR stock, worth $2.43 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

103,653

Previous 112,908 8.2%

Holding current value

$2.43 Million

Previous $2.89 Million 16.66%

% of portfolio

0.19%

Previous 0.26%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$22.72 - $25.76 $210,273 - $238,408	-9,255 Reduced 8.2%	103,653 $2.41 Million
Q3 2024 Oct 17, 2024	SELL	$21.91 - $26.03 $32,120 - $38,159	-1,466 Reduced 1.28%	112,908 $2.89 Million
Q2 2024 Jul 12, 2024	SELL	$20.41 - $22.23 $1.02 Million - $1.11 Million	-49,824 Reduced 30.34%	114,374 $2.53 Million
Q1 2024 May 13, 2024	SELL	$21.28 - $22.96 $234,718 - $253,248	-11,030 Reduced 6.29%	164,198 $3.67 Million
Q4 2023 Feb 14, 2024	BUY	$18.45 - $23.08 $1.72 Million - $2.16 Million	93,428 Added 114.22%	175,228 $3.98 Million
Q3 2023 Nov 07, 2023	BUY	$19.26 - $22.35 $666,935 - $773,935	34,628 Added 73.41%	81,800 $1.6 Million
Q2 2023 Aug 10, 2023	BUY	$20.22 - $21.63 $699,510 - $748,289	34,595 Added 275.07%	47,172 $1.02 Million
Q1 2023 May 05, 2023	BUY	$19.83 - $23.92 $249,401 - $300,841	12,577 New	12,577 $270,000

Others Institutions Holding DFAR

# of Institutions

220

Shares Held

35.9M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
Sector ETFs
Industry ETFs

More about DFAR

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Sax Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History