SAX WEALTH ADVISORS, LLC – Dimensional US Core Equity Market ETF Transaction History
SAX WEALTH ADVISORS, LLC portfolio value:
$1.99M
portfolio value
SAX WEALTH ADVISORS, LLC quarter portfolio value change:
-4.84%
quarter
Dimensional US Core Equity Market ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +70.79% | 32.86K shares | 767K | $25.15 | 79.28K |
| Q2 2022 | share | Increase | +53.08% | 16.09K shares | 271K | $26.43 | 46.42K |
| Q1 2022 | share | Increase | +7.38% | 2.08K shares | 24K | $31.52 | 30.32K |
| Q4 2021 | share | Increase | +12.12% | 3.05K shares | 173K | $33.07 | 28.24K |
| Q3 2021 | share | Increase | +6.92% | 1.63K shares | 47K | $30.14 | 25.19K |
| Q2 2021 | share | Increase | +103.72% | 11.99K shares | 386K | $30.13 | 23.56K |
| Q1 2021 | share | Increase | 0.00% | 11.56K shares | 326K | $28.03 | 11.56K |