Sax Wealth Advisors, LLC Dimensional ETF Tr Short Durat Transaction History
Sax Wealth Advisors, LLC
- $1.04 Billion
- Q2 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 525,644 shares of DFSD stock, worth $25.1 Million. This represents 2.38% of its overall portfolio holdings.
Number of Shares
525,644
Previous 386,230
36.1%
Holding current value
$25.1 Million
Previous $18.2 Million
35.98%
% of portfolio
2.38%
Previous 2.14%
Shares
9 transactions
Others Institutions Holding DFSD
# of Institutions
251Shares Held
42.7MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$113 Million11.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.18MShares$104 Million1.31% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$99 Million1.09% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA2MShares$95.3 Million16.24% of portfolio
-
Planning Center, Inc.1.97MShares$94 Million16.69% of portfolio