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 7,981 shares of DFSV stock, worth $250,603. This represents 0.01% of its overall portfolio holdings.

Number of Shares

7,981

Holding current value

$250,603

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 12, 2026	BUY	$30.55 - $32.35 $243,819 - $258,185	7,981 New	7,981 $250,000

Others Institutions Holding DFSV

# of Institutions

495

Shares Held

140M

Call Options Held

Put Options Held

Savant Capital, LLC

13.4M
Shares

$421 Million
2.39% of portfolio
Mather Group, Llc. Chicago, IL

6.51M
Shares

$204 Million
2.11% of portfolio
Jmg Financial Group, Ltd.

5.61M
Shares

$176 Million
5.31% of portfolio
Ci Private Wealth, LLC Miami, FL

5.14M
Shares

$161 Million
0.26% of portfolio
Cerity Partners LLC New York, NY

3.46M
Shares

$109 Million
0.18% of portfolio

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

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Sax Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History