Sax Wealth Advisors, LLC Dimensional ETF Tr Us Marketwi Transaction History

Sax Wealth Advisors, LLC

$1.26 Billion
Q4 2024

A detailed history of Sax Wealth Advisors, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 861,247 shares of DFUV stock, worth $36.7 Million. This represents 2.8% of its overall portfolio holdings.

Number of Shares

861,247

Previous 836,677 2.94%

Holding current value

$36.7 Million

Previous $34.9 Million 1.03%

% of portfolio

2.8%

Previous 3.15%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$40.38 - $44.35 $992,136 - $1.09 Million	24,570 Added 2.94%	861,247 $35.2 Million
Q3 2024 Oct 17, 2024	SELL	$38.51 - $41.69 $97,738 - $105,809	-2,538 Reduced 0.3%	836,677 $34.9 Million
Q2 2024 Jul 12, 2024	SELL	$38.53 - $40.76 $295,794 - $312,914	-7,677 Reduced 0.91%	839,215 $33 Million
Q1 2024 May 13, 2024	BUY	$36.22 - $40.9 $2.54 Million - $2.87 Million	70,106 Added 9.03%	846,892 $34.6 Million
Q4 2023 Feb 14, 2024	BUY	$31.85 - $37.39 $147,306 - $172,928	4,625 Added 0.6%	776,786 $28.9 Million
Q3 2023 Nov 07, 2023	SELL	$33.83 - $36.19 $60,488 - $64,707	-1,788 Reduced 0.23%	772,161 $26.3 Million
Q2 2023 Aug 10, 2023	SELL	$32.32 - $34.5 $14,931 - $15,939	-462 Reduced 0.06%	773,949 $26.7 Million
Q1 2023 May 05, 2023	SELL	$31.9 - $35.83 $1.31 Million - $1.47 Million	-40,997 Reduced 5.03%	774,411 $25.9 Million
Q4 2022 Feb 06, 2023	SELL	$30.23 - $35.36 $970,262 - $1.13 Million	-32,096 Reduced 3.79%	815,408 $27.3 Million
Q3 2022 Nov 08, 2022	BUY	$29.6 - $34.78 $500,595 - $588,199	16,912 Added 2.04%	847,504 $25.1 Million
Q2 2022 Aug 11, 2022	BUY	$30.92 - $35.31 $25.7 Million - $29.3 Million	830,592 New	830,592 $26.2 Million

Others Institutions Holding DFUV

# of Institutions

701

Shares Held

275M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

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Sax Wealth Advisors, LLC Dimensional ETF Tr Us Marketwi Transaction History