Sax Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Sax Wealth Advisors, LLC
- $1.11 Billion
- Q3 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 25,362 shares of DFIS stock, worth $657,129. This represents 0.06% of its overall portfolio holdings.
Number of Shares
25,362
Previous 26,735
5.14%
Holding current value
$657,129
Previous $658,000
3.34%
% of portfolio
0.06%
Previous 0.06%
Shares
6 transactions
Others Institutions Holding DFIS
# of Institutions
185Shares Held
65.8MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp21.4MShares$555 Million0.61% of portfolio
-
Mather Group, Llc. Chicago, IL10.2MShares$263 Million3.52% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.14MShares$107 Million0.18% of portfolio
-
Savant Capital, LLC2.61MShares$67.6 Million0.63% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL2.6MShares$67.5 Million3.04% of portfolio