Sax Wealth Advisors, LLC Dimensional ETF Tr Us Marketwi Transaction History

Sax Wealth Advisors, LLC

  • $1.26 Billion
  • Q4 2024

A detailed history of Sax Wealth Advisors, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 861,247 shares of DFUV stock, worth $36.7 Million. This represents 2.8% of its overall portfolio holdings.

Number of Shares
861,247
Previous 836,677 2.94%
Holding current value
$36.7 Million
Previous $34.9 Million 1.03%
% of portfolio
2.8%
Previous 3.15%

Shares

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

Jan 15, 2025
BUY
$40.38 - $44.35 $992,136 - $1.09 Million
24,570 Added 2.94%
861,247 $35.2 Million
Q3 2024

Oct 17, 2024
SELL
$38.51 - $41.69 $97,738 - $105,809
-2,538 Reduced 0.3%
836,677 $34.9 Million
Q2 2024

Jul 12, 2024
SELL
$38.53 - $40.76 $295,794 - $312,914
-7,677 Reduced 0.91%
839,215 $33 Million
Q1 2024

May 13, 2024
BUY
$36.22 - $40.9 $2.54 Million - $2.87 Million
70,106 Added 9.03%
846,892 $34.6 Million
Q4 2023

Feb 14, 2024
BUY
$31.85 - $37.39 $147,306 - $172,928
4,625 Added 0.6%
776,786 $28.9 Million
Q3 2023

Nov 07, 2023
SELL
$33.83 - $36.19 $60,488 - $64,707
-1,788 Reduced 0.23%
772,161 $26.3 Million
Q2 2023

Aug 10, 2023
SELL
$32.32 - $34.5 $14,931 - $15,939
-462 Reduced 0.06%
773,949 $26.7 Million
Q1 2023

May 05, 2023
SELL
$31.9 - $35.83 $1.31 Million - $1.47 Million
-40,997 Reduced 5.03%
774,411 $25.9 Million
Q4 2022

Feb 06, 2023
SELL
$30.23 - $35.36 $970,262 - $1.13 Million
-32,096 Reduced 3.79%
815,408 $27.3 Million
Q3 2022

Nov 08, 2022
BUY
$29.6 - $34.78 $500,595 - $588,199
16,912 Added 2.04%
847,504 $25.1 Million
Q2 2022

Aug 11, 2022
BUY
$30.92 - $35.31 $25.7 Million - $29.3 Million
830,592 New
830,592 $26.2 Million

Others Institutions Holding DFUV

# of Institutions
644
Shares Held
267M
Call Options Held
300
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR US MARKETWI

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