Sax Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Sax Wealth Advisors, LLC

$2.07 Billion
Q4 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 62,311 shares of DFIC stock, worth $2.08 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

62,311

Previous 62,101 0.34%

Holding current value

$2.08 Million

Previous $2.04 Million 2.11%

% of portfolio

0.1%

Previous 0.11%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	BUY	$32.24 - $33.72 $6,770 - $7,081	210 Added 0.34%	62,311 $2.08 Million
Q3 2025 Oct 20, 2025	SELL	$30.76 - $33.01 $29,775 - $31,953	-968 Reduced 1.53%	62,101 $2.04 Million
Q2 2025 Jul 23, 2025	BUY	$24.94 - $31.15 $957,596 - $1.2 Million	38,396 Added 155.62%	63,069 $1.96 Million
Q1 2025 May 14, 2025	SELL	$25.54 - $28.79 $214,638 - $241,951	-8,404 Reduced 25.41%	24,673 $685,000
Q4 2024 Jan 15, 2025	BUY	$25.61 - $28.0 $351,369 - $384,160	13,720 Added 70.88%	33,077 $855,000

Q3 2024 Oct 17, 2024	BUY	$25.36 - $28.37 $20,288 - $22,696	800 Added 4.31%	19,357 $544,000
Q2 2024 Jul 12, 2024	SELL	$25.73 - $27.44 $15,438 - $16,464	-600 Reduced 3.13%	18,557 $487,000
Q1 2024 May 13, 2024	BUY	$24.62 - $26.83 $14,796 - $16,124	601 Added 3.24%	19,157 $512,000
Q4 2023 Feb 14, 2024	BUY	$22.18 - $25.58 $93,156 - $107,436	4,200 Added 29.26%	18,556 $473,000
Q3 2022 Nov 08, 2022	BUY	$19.05 - $23.07 $273,481 - $331,192	14,356 New	14,356 $275,000

Others Institutions Holding DFIC

# of Institutions

524

Shares Held

283M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
Industry ETFs

More about DFIC

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Sax Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History