SAX WEALTH ADVISORS, LLC – Dimensional U.S. Targeted Value ETF Transaction History
SAX WEALTH ADVISORS, LLC portfolio value:
$28.07M
portfolio value
SAX WEALTH ADVISORS, LLC quarter portfolio value change:
-3.11%
quarter
Dimensional U.S. Targeted Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.68% | 11.92K shares | -421K | $38.97 | 720.35K |
| Q2 2022 | share | Increase | +3.24% | 22.23K shares | -3.47M | $40.22 | 708.43K |
| Q1 2022 | share | Decrease | -100.00% | -740.71K shares | -35.19M | $46.58 | 0 |
| Q4 2021 | share | Increase | +2.12% | 15.36K shares | 2.99M | $47.4 | 740.71K |
| Q3 2021 | share | Increase | 0.00% | 725.34K shares | 32.20M | $44.4 | 725.34K |