Sax Wealth Advisors, LLC Dimensional ETF Tr Short Durat Transaction History

Sax Wealth Advisors, LLC

  • $1.26 Billion
  • Q4 2024

A detailed history of Sax Wealth Advisors, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 428,894 shares of DFSD stock, worth $20.2 Million. This represents 1.6% of its overall portfolio holdings.

Number of Shares
428,894
Previous 547,674 21.69%
Holding current value
$20.2 Million
Previous $26.1 Million 23.1%
% of portfolio
1.6%
Previous 2.36%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
SELL
$46.75 - $47.8 $5.55 Million - $5.68 Million
-118,780 Reduced 21.69%
428,894 $20.1 Million
Q3 2024

Oct 17, 2024
BUY
$47.0 - $47.84 $1.04 Million - $1.05 Million
22,030 Added 4.19%
547,674 $26.1 Million
Q2 2024

Jul 12, 2024
BUY
$46.64 - $47.15 $6.5 Million - $6.57 Million
139,414 Added 36.1%
525,644 $24.7 Million
Q1 2024

May 13, 2024
BUY
$46.78 - $47.19 $7 Million - $7.06 Million
149,618 Added 63.23%
386,230 $18.2 Million
Q4 2023

Feb 14, 2024
BUY
$46.16 - $47.09 $4.62 Million - $4.71 Million
100,109 Added 73.34%
236,612 $11.1 Million
Q3 2023

Nov 07, 2023
BUY
$46.24 - $46.65 $2.3 Million - $2.32 Million
49,731 Added 57.31%
136,503 $6.33 Million
Q2 2023

Aug 10, 2023
BUY
$46.28 - $46.83 $1.78 Million - $1.8 Million
38,480 Added 79.68%
86,772 $4.02 Million
Q1 2023

May 05, 2023
BUY
$46.1 - $46.75 $455,375 - $461,796
9,878 Added 25.71%
48,292 $2.25 Million
Q4 2022

Feb 06, 2023
BUY
$45.19 - $46.47 $83,601 - $85,969
1,850 Added 5.06%
38,414 $1.77 Million
Q3 2022

Nov 08, 2022
BUY
$45.55 - $47.51 $568,464 - $592,924
12,480 Added 51.82%
36,564 $1.68 Million
Q2 2022

Aug 11, 2022
BUY
$46.22 - $47.82 $1.11 Million - $1.15 Million
24,084 New
24,084 $1.13 Million

Others Institutions Holding DFSD

# of Institutions
281
Shares Held
54.1M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR SHORT DURAT

DFSD Quotes by TradingView
  • Ticker DFSD
  • Sector ETFs
  • Industry ETFs
More about DFSD
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