Sax Wealth Advisors, LLC Dimensional ETF Tr Core Fxd In Transaction History
Sax Wealth Advisors, LLC
- $1.04 Billion
- Q2 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 775,721 shares of DFCF stock, worth $33.5 Million. This represents 3.1% of its overall portfolio holdings.
Number of Shares
775,721
Previous 845,322
8.23%
Holding current value
$33.5 Million
Previous $35.5 Million
9.13%
% of portfolio
3.1%
Previous 4.18%
Shares
9 transactions
Others Institutions Holding DFCF
# of Institutions
313Shares Held
88.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.3MShares$443 Million12.38% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA7.66MShares$331 Million11.84% of portfolio
-
Elser Financial Planning, Inc Indianapolis, IN3.1MShares$134 Million21.55% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.78MShares$120 Million11.43% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.41MShares$104 Million24.22% of portfolio