Sax Wealth Advisors, LLC Dimensional ETF Tr U S Target Transaction History

Sax Wealth Advisors, LLC

$1.26 Billion
Q4 2024

A detailed history of Sax Wealth Advisors, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 878,023 shares of DFAT stock, worth $50.4 Million. This represents 3.88% of its overall portfolio holdings.

Number of Shares

878,023

Previous 895,323 1.93%

Holding current value

$50.4 Million

Previous $49.8 Million 1.88%

% of portfolio

3.88%

Previous 4.5%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$54.54 - $61.04 $943,542 - $1.06 Million	-17,300 Reduced 1.93%	878,023 $48.9 Million
Q3 2024 Oct 17, 2024	SELL	$51.0 - $57.07 $275,961 - $308,805	-5,411 Reduced 0.6%	895,323 $49.8 Million
Q2 2024 Jul 12, 2024	BUY	$50.18 - $54.47 $295,259 - $320,501	5,884 Added 0.66%	900,734 $46.7 Million
Q1 2024 May 13, 2024	BUY	$49.45 - $54.43 $9.31 Million - $10.2 Million	188,206 Added 26.63%	894,850 $48.7 Million
Q4 2023 Feb 14, 2024	BUY	$42.71 - $53.09 $805,126 - $1 Million	18,851 Added 2.74%	706,644 $37 Million
Q3 2023 Nov 07, 2023	BUY	$45.07 - $49.71 $325,856 - $359,403	7,230 Added 1.06%	687,793 $31.4 Million
Q2 2023 Aug 10, 2023	SELL	$41.44 - $46.39 $176,368 - $197,435	-4,256 Reduced 0.62%	680,563 $31.6 Million
Q1 2023 May 05, 2023	SELL	$42.38 - $49.75 $1.15 Million - $1.35 Million	-27,060 Reduced 3.8%	684,819 $30.5 Million
Q4 2022 Feb 06, 2023	SELL	$40.24 - $46.91 $340,993 - $397,515	-8,474 Reduced 1.18%	711,879 $31.3 Million
Q3 2022 Nov 08, 2022	BUY	$38.84 - $46.6 $463,050 - $555,565	11,922 Added 1.68%	720,353 $28.1 Million
Q2 2022 Aug 11, 2022	BUY	$39.72 - $47.15 $883,134 - $1.05 Million	22,234 Added 3.24%	708,431 $28.5 Million
Q1 2022 Aug 11, 2022	BUY	$44.35 - $48.64 $30.4 Million - $33.4 Million	686,197 New	686,197 $32 Million
Q1 2022 Apr 20, 2022	SELL	$44.35 - $48.64 $32.9 Million - $36 Million	-740,716 Closed	0 $0
Q4 2021 Feb 07, 2022	BUY	$44.48 - $49.36 $683,613 - $758,613	15,369 Added 2.12%	740,716 $35.2 Million
Q3 2021 Dec 10, 2021	BUY	$41.66 - $45.84 $30.2 Million - $33.2 Million	725,347 New	725,347 $32.2 Million

Others Institutions Holding DFAT

# of Institutions

684

Shares Held

159M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

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Sax Wealth Advisors, LLC Dimensional ETF Tr U S Target Transaction History