Sax Wealth Advisors, LLC Dimensional ETF Tr U S Equity Transaction History
Sax Wealth Advisors, LLC
- $848 Million
- Q1 2024
A detailed history of Sax Wealth Advisors, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 2,748,910 shares of DFUS stock, worth $162 Million. This represents 18.47% of its overall portfolio holdings.
Number of Shares
2,748,910
Previous 788,488
248.63%
Holding current value
$162 Million
Previous $40.9 Million
283.27%
% of portfolio
18.47%
Previous 6.73%
Shares
12 transactions
Others Institutions Holding DFUS
# of Institutions
595Shares Held
113MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.66MShares$451 Million4.95% of portfolio
-
Index Fund Advisors, Inc.5.99MShares$353 Million19.27% of portfolio
-
Plancorp, LLC5.12MShares$301 Million12.7% of portfolio
-
Envestnet Asset Management Inc4.2MShares$247 Million0.09% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.79MShares$223 Million0.61% of portfolio