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 487,682 shares of DIHP stock, worth $12.9 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares

487,682

Previous 750,838 35.05%

Holding current value

$12.9 Million

Previous $20.8 Million 40.82%

% of portfolio

0.98%

Previous 1.88%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$25.15 - $27.57 $6.62 Million - $7.26 Million	-263,156 Reduced 35.05%	487,682 $12.3 Million
Q3 2024 Oct 17, 2024	BUY	$25.23 - $27.94 $1.37 Million - $1.52 Million	54,445 Added 7.82%	750,838 $20.8 Million
Q2 2024 Jul 12, 2024	BUY	$25.66 - $27.34 $1.83 Million - $1.95 Million	71,485 Added 11.44%	696,393 $18.3 Million
Q1 2024 May 13, 2024	BUY	$24.77 - $26.98 $1.77 Million - $1.92 Million	71,307 Added 12.88%	624,908 $16.8 Million
Q4 2023 Feb 14, 2024	BUY	$22.28 - $25.74 $2.58 Million - $2.99 Million	116,010 Added 26.51%	553,601 $14.2 Million
Q3 2023 Nov 07, 2023	BUY	$23.09 - $25.15 $1.63 Million - $1.77 Million	70,491 Added 19.2%	437,591 $10.1 Million
Q2 2023 Aug 10, 2023	BUY	$23.55 - $25.01 $2.29 Million - $2.44 Million	97,394 Added 36.11%	367,100 $8.99 Million
Q1 2023 May 05, 2023	BUY	$22.15 - $24.29 $1.09 Million - $1.19 Million	49,045 Added 22.23%	269,706 $6.52 Million
Q4 2022 Feb 06, 2023	BUY	$19.06 - $23.03 $1.87 Million - $2.26 Million	98,012 Added 79.91%	220,661 $4.87 Million
Q3 2022 Nov 08, 2022	BUY	$18.92 - $22.98 $859,232 - $1.04 Million	45,414 Added 58.8%	122,649 $2.34 Million
Q2 2022 Aug 11, 2022	BUY	$21.08 - $25.48 $1.63 Million - $1.97 Million	77,235 New	77,235 $1.65 Million

Others Institutions Holding DIHP

# of Institutions

227

Shares Held

122M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DIHP
Sector ETFs
Industry ETFs

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Sax Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History