Sax Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Sax Wealth Advisors, LLC
- $1.26 Billion
- Q4 2024
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 33,077 shares of DFIC stock, worth $949,640. This represents 0.07% of its overall portfolio holdings.
Number of Shares
33,077
Previous 19,357
70.88%
Holding current value
$949,640
Previous $544,000
57.17%
% of portfolio
0.07%
Previous 0.05%
Shares
6 transactions
Others Institutions Holding DFIC
# of Institutions
440Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$58.1 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$846 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$787 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$469 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$176 Million10.37% of portfolio