Sax Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Sax Wealth Advisors, LLC

  • $1.63 Billion
  • Q2 2025

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 5,503 shares of DFSB stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,503
Previous 8,049 31.63%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
SELL
N/A
-2,546 Reduced 31.63%
5,503 $0
Q1 2025

May 14, 2025
SELL
N/A
-4,555 Reduced 36.14%
8,049 $0
Q4 2024

Jan 15, 2025
BUY
N/A
4,251 Added 50.89%
12,604 $0
Q2 2024

Jul 12, 2024
BUY
N/A
8,353 New
8,353 $0

Others Institutions Holding DFSB

# of Institutions
101
Shares Held
7.17M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFSB Quotes by TradingView
  • Ticker DFSB
More about DFSB
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