Sax Wealth Advisors, LLC Dimensional ETF Tr Transaction History

Sax Wealth Advisors, LLC

$2.07 Billion
Q4 2025

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 421,672 shares of DFAU stock, worth $19.4 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares

421,672

Previous 438,890 3.92%

Holding current value

$19.4 Million

Previous $20.1 Million 3.53%

% of portfolio

0.94%

Previous 1.09%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	SELL	$44.77 - $47.01 $770,849 - $809,418	-17,218 Reduced 3.92%	421,672 $19.4 Million
Q3 2025 Oct 20, 2025	SELL	$42.42 - $45.96 $904,055 - $979,499	-21,312 Reduced 4.63%	438,890 $20.1 Million
Q2 2025 Jul 23, 2025	BUY	$34.04 - $42.36 $2.54 Million - $3.16 Million	74,595 Added 19.34%	460,202 $19.5 Million
Q1 2025 May 14, 2025	BUY	$37.84 - $42.29 $868,768 - $970,936	22,959 Added 6.33%	385,607 $14.8 Million
Q4 2024 Jan 15, 2025	SELL	$39.27 - $42.38 $1.56 Million - $1.69 Million	-39,844 Reduced 9.9%	362,648 $14.7 Million

Q3 2024 Oct 17, 2024	BUY	$35.8 - $39.69 $33,759 - $37,427	943 Added 0.23%	402,492 $16 Million
Q2 2024 Jul 12, 2024	BUY	$34.53 - $37.67 $833,657 - $909,466	24,143 Added 6.4%	401,549 $15.1 Million
Q1 2024 May 13, 2024	BUY	$32.59 - $36.54 $3.92 Million - $4.39 Million	120,175 Added 46.72%	377,406 $13.8 Million
Q4 2023 Feb 14, 2024	BUY	$28.58 - $33.37 $2.25 Million - $2.62 Million	78,589 Added 43.99%	257,231 $8.55 Million
Q3 2023 Nov 07, 2023	BUY	$29.79 - $32.13 $343,121 - $370,073	11,518 Added 6.89%	178,642 $5.35 Million
Q2 2023 Aug 10, 2023	SELL	$28.25 - $30.99 $41,894 - $45,958	-1,483 Reduced 0.88%	167,124 $5.18 Million
Q1 2023 May 05, 2023	BUY	$26.87 - $29.65 $941,847 - $1.04 Million	35,052 Added 26.25%	168,607 $4.85 Million
Q4 2022 Feb 06, 2023	BUY	$25.24 - $28.83 $1.37 Million - $1.56 Million	54,266 Added 68.44%	133,555 $3.61 Million
Q3 2022 Nov 08, 2022	BUY	$25.15 - $30.14 $826,504 - $990,490	32,863 Added 70.79%	79,289 $1.99 Million
Q2 2022 Aug 11, 2022	BUY	$25.69 - $31.79 $413,583 - $511,787	16,099 Added 53.08%	46,426 $1.23 Million
Q1 2022 Apr 20, 2022	BUY	$29.18 - $33.24 $60,781 - $69,238	2,083 Added 7.38%	30,327 $956,000
Q4 2021 Feb 07, 2022	BUY	$30.17 - $33.15 $92,109 - $101,206	3,053 Added 12.12%	28,244 $932,000
Q3 2021 Dec 10, 2021	BUY	$29.64 - $31.67 $48,342 - $51,653	1,631 Added 6.92%	25,191 $759,000
Q2 2021 Aug 12, 2021	BUY	$28.46 - $30.21 $341,377 - $362,368	11,995 Added 103.72%	23,560 $712,000
Q1 2021 May 14, 2021	BUY	$25.91 - $28.38 $299,649 - $328,214	11,565 New	11,565 $326,000

Others Institutions Holding DFAU

# of Institutions

547

Shares Held

150M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAU
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Industry ETFs

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Sax Wealth Advisors, LLC Dimensional ETF Tr Transaction History