Sax Wealth Advisors, LLC Dimensional ETF Tr Core Fxd In Transaction History

Sax Wealth Advisors, LLC

$1.26 Billion
Q4 2024

A detailed history of Sax Wealth Advisors, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 767,947 shares of DFCF stock, worth $31.7 Million. This represents 2.52% of its overall portfolio holdings.

Number of Shares

767,947

Previous 794,529 3.35%

Holding current value

$31.7 Million

Previous $34.3 Million 7.44%

% of portfolio

2.52%

Previous 3.1%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$41.17 - $43.34 $1.09 Million - $1.15 Million	-26,582 Reduced 3.35%	767,947 $31.8 Million
Q3 2024 Oct 17, 2024	BUY	$41.34 - $43.55 $777,522 - $819,088	18,808 Added 2.42%	794,529 $34.3 Million
Q2 2024 Jul 12, 2024	SELL	$40.79 - $41.97 $2.84 Million - $2.92 Million	-69,601 Reduced 8.23%	775,721 $32.2 Million
Q1 2024 May 13, 2024	BUY	$41.54 - $42.6 $13.6 Million - $13.9 Million	326,410 Added 62.9%	845,322 $35.5 Million
Q4 2023 Feb 14, 2024	BUY	$39.52 - $42.54 $5.07 Million - $5.45 Million	128,227 Added 32.82%	518,912 $22 Million
Q3 2023 Nov 07, 2023	BUY	$40.3 - $42.05 $2.93 Million - $3.06 Million	72,805 Added 22.9%	390,685 $15.8 Million
Q2 2023 Aug 10, 2023	BUY	$41.55 - $42.94 $4.36 Million - $4.51 Million	104,994 Added 49.32%	317,880 $13.3 Million
Q1 2023 May 05, 2023	BUY	$41.26 - $43.27 $2.84 Million - $2.98 Million	68,888 Added 47.84%	212,886 $9.05 Million
Q4 2022 Feb 06, 2023	BUY	$39.82 - $42.74 $3.86 Million - $4.15 Million	96,987 Added 206.31%	143,998 $5.98 Million
Q3 2022 Nov 08, 2022	BUY	$40.64 - $44.91 $475,528 - $525,491	11,701 Added 33.14%	47,011 $1.93 Million
Q2 2022 Aug 11, 2022	BUY	$42.49 - $46.23 $1.5 Million - $1.63 Million	35,310 New	35,310 $1.54 Million

Others Institutions Holding DFCF

# of Institutions

334

Shares Held

89.8M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR CORE FXD IN

Ticker DFCF
Sector ETFs
Industry ETFs

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Sax Wealth Advisors, LLC Dimensional ETF Tr Core Fxd In Transaction History