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 $11.3 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
378,587
Previous 434,161
12.8%
Holding current value
$11.3 Million
Previous $11.7 Million
4.55%
% of portfolio
0.69%
Previous 0.85%
Shares
13 transactions
Others Institutions Holding DIHP
# of Institutions
292Shares Held
149MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO25.8MShares$769 Million1.57% of portfolio
-
Envestnet Asset Management Inc25.3MShares$753 Million0.23% of portfolio
-
Savant Capital, LLC23.9MShares$714 Million4.6% of portfolio
-
Vista Wealth Management Group, LLC6.46MShares$193 Million11.85% of portfolio
-
Forum Financial Management, LP Lombard, IL6MShares$179 Million3.07% of portfolio