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%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	BUY	$50.79 - $56.98 $99.6 Million - $112 Million	1,960,422 Added 248.63%	2,748,910 $157 Million
Q4 2023 Feb 14, 2024	BUY	$44.51 - $52.0 $6.78 Million - $7.92 Million	152,371 Added 23.95%	788,488 $40.9 Million
Q3 2023 Nov 07, 2023	BUY	$46.29 - $49.87 $3.24 Million - $3.49 Million	70,067 Added 12.38%	636,117 $29.6 Million
Q2 2023 Aug 10, 2023	BUY	$43.77 - $48.16 $1.24 Million - $1.36 Million	28,340 Added 5.27%	566,050 $27.3 Million
Q1 2023 May 05, 2023	SELL	$41.24 - $45.43 $33,280 - $36,662	-807 Reduced 0.15%	537,710 $23.9 Million

Q4 2022 Feb 06, 2023	SELL	$40.71 - $44.32 $1.29 Million - $1.4 Million	-31,671 Reduced 5.55%	538,517 $22.4 Million
Q3 2022 Nov 08, 2022	SELL	$39.83 - $46.57 $2,947 - $3,446	-74 Reduced 0.01%	570,188 $22.1 Million
Q2 2022 Aug 11, 2022	BUY	$39.62 - $49.51 $644,934 - $805,923	16,278 Added 2.94%	570,262 $23.2 Million
Q1 2022 Aug 11, 2022	BUY	$45.16 - $52.01 $25 Million - $28.8 Million	553,984 New	553,984 $27.2 Million
Q1 2022 Apr 20, 2022	SELL	$45.16 - $52.01 $25.8 Million - $29.7 Million	-571,862 Closed	0 $0
Q4 2021 Feb 07, 2022	SELL	$47.05 - $51.98 $112,355 - $124,128	-2,388 Reduced 0.42%	571,862 $29.6 Million
Q3 2021 Dec 10, 2021	BUY	$46.48 - $49.7 $26.7 Million - $28.5 Million	574,250 New	574,250 $27.1 Million

Others Institutions Holding DFUS

# of Institutions

595

Shares Held

113M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

More about DFUS

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Sax Wealth Advisors, LLC Dimensional ETF Tr U S Equity Transaction History