Sax Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Sax Wealth Advisors, LLC
- $1.63 Billion
- Q2 2025
A detailed history of Sax Wealth Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 378,587 shares of DIHP stock, worth $11 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
378,587
Previous 434,161
12.8%
Holding current value
$11 Million
Previous $11.7 Million
4.55%
% of portfolio
0.69%
Previous 0.85%
Shares
13 transactions
Others Institutions Holding DIHP
# of Institutions
282Shares Held
151MCall Options Held
0Put Options Held
100-
Envestnet Asset Management Inc25.3MShares$736 Million0.23% of portfolio
-
Mercer Global Advisors Inc Denver, CO24.4MShares$710 Million1.53% of portfolio
-
Savant Capital, LLC23.9MShares$698 Million4.6% of portfolio
-
Vista Wealth Management Group, LLC6.46MShares$188 Million11.85% of portfolio
-
Forum Financial Management, LP Lombard, IL6MShares$175 Million3.07% of portfolio