Sax Wealth Advisors, LLC Dimensional ETF Tr Core Fxd In Transaction History
Sax Wealth Advisors, LLC
- $2.07 Billion
- Q4 2025
A detailed history of Sax Wealth Advisors, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 194,532 shares of DFCF stock, worth $8.31 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
194,532
Previous 252,357
22.91%
Holding current value
$8.31 Million
Previous $10.8 Million
22.98%
% of portfolio
0.4%
Previous 0.59%
Shares
15 transactions
Others Institutions Holding DFCF
# of Institutions
443Shares Held
141MCall Options Held
0Put Options Held
0-
Truepoint, Inc.12MShares$514 Million12.3% of portfolio
-
Prudential Financial Inc Newark, NJ10.4MShares$445 Million0.56% of portfolio
-
Factory Mutual Insurance CO Waltham, MA4.54MShares$194 Million1.92% of portfolio
-
True Link Financial Advisors, LLC3.41MShares$146 Million9.43% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3.15MShares$135 Million10.54% of portfolio