Sax Wealth Advisors, LLC Dimensional ETF Tr Transaction History

Sax Wealth Advisors, LLC

$1.26 Billion
Q4 2024

A detailed history of Sax Wealth Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 136,300 shares of DFAE stock, worth $3.6 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

136,300

Previous 117,002 16.49%

Holding current value

$3.6 Million

Previous $3.21 Million 7.76%

% of portfolio

0.27%

Previous 0.29%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$25.36 - $28.15 $489,397 - $543,238	19,298 Added 16.49%	136,300 $3.46 Million
Q3 2024 Oct 17, 2024	SELL	$24.46 - $27.82 $23,946 - $27,235	-979 Reduced 0.83%	117,002 $3.21 Million
Q2 2024 Jul 12, 2024	SELL	$24.03 - $26.3 $39,601 - $43,342	-1,648 Reduced 1.38%	117,981 $3.05 Million
Q1 2024 May 13, 2024	SELL	$22.74 - $24.88 $1.3 Million - $1.42 Million	-57,201 Reduced 32.35%	119,629 $2.96 Million
Q4 2023 Feb 14, 2024	SELL	$21.63 - $24.11 $136,074 - $151,676	-6,291 Reduced 3.44%	176,830 $4.26 Million
Q3 2023 Nov 07, 2023	BUY	$22.43 - $24.83 $349,638 - $387,050	15,588 Added 9.3%	183,121 $4.13 Million
Q2 2023 Aug 10, 2023	BUY	$22.38 - $24.3 $871,275 - $946,023	38,931 Added 30.27%	167,533 $3.93 Million
Q1 2023 May 05, 2023	BUY	$21.78 - $24.36 $427,301 - $477,918	19,619 Added 18.0%	128,602 $2.96 Million
Q4 2022 Feb 06, 2023	BUY	$19.67 - $22.73 $491,868 - $568,386	25,006 Added 29.78%	108,983 $2.39 Million
Q3 2022 Nov 08, 2022	BUY	$20.09 - $23.68 $876,747 - $1.03 Million	43,641 Added 108.19%	83,977 $1.69 Million
Q2 2022 Aug 11, 2022	BUY	$22.9 - $27.06 $403,406 - $476,688	17,616 Added 77.54%	40,336 $934,000
Q1 2022 Apr 20, 2022	BUY	$24.29 - $28.31 $87,492 - $101,972	3,602 Added 18.84%	22,720 $596,000
Q4 2021 Feb 07, 2022	BUY	$26.45 - $28.31 $505,671 - $541,230	19,118 New	19,118 $523,000

Others Institutions Holding DFAE

# of Institutions

526

Shares Held

168M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

More about DFAE

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Sax Wealth Advisors, LLC Dimensional ETF Tr Transaction History