SAX WEALTH ADVISORS, LLC – Dimensional U.S. Small Cap ETF Transaction History
SAX WEALTH ADVISORS, LLC portfolio value:
$13.04M
portfolio value
SAX WEALTH ADVISORS, LLC quarter portfolio value change:
-3.08%
quarter
Dimensional U.S. Small Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +4.59% | 12.29K shares | 176K | $46.52 | 280.36K |
| Q2 2022 | share | Increase | +3.81% | 9.83K shares | -1.61M | $48 | 268.06K |
| Q1 2022 | share | Decrease | -100.00% | -265.49K shares | -15.92M | $56.06 | 0 |
| Q4 2021 | share | Decrease | -0.84% | -2.24K shares | 532K | $60.02 | 265.49K |
| Q3 2021 | share | Increase | 0.00% | 267.74K shares | 15.39M | $57.5 | 267.74K |