Sax Wealth Advisors, LLC DIMENSIONAL ETF TRUST Transaction History

Sax Wealth Advisors, LLC

  • $2.07 Billion
  • Q4 2025
Number of Shares
55,008
Previous 40,656 35.3%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026
BUY
N/A
14,352 Added 35.3%
55,008 $0
Q3 2025

Oct 20, 2025
BUY
N/A
189 Added 0.47%
40,656 $0
Q2 2025

Jul 23, 2025
BUY
N/A
785 Added 1.98%
40,467 $0
Q1 2025

May 14, 2025
BUY
N/A
16,530 Added 71.4%
39,682 $0
Q4 2024

Jan 15, 2025
BUY
N/A
15,317 Added 195.49%
23,152 $0
Q3 2024

Oct 17, 2024
BUY
N/A
7,835 New
7,835 $0
Track This Portfolio

Track Sax Wealth Advisors, LLC Portfolio

Follow Sax Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sax Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sax Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email