SAX WEALTH ADVISORS, LLC – Dimensional U.S. Core Equity 2 ETF Transaction History
SAX WEALTH ADVISORS, LLC portfolio value:
$42.53M
portfolio value
SAX WEALTH ADVISORS, LLC quarter portfolio value change:
-4.55%
quarter
Dimensional U.S. Core Equity 2 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +7.53% | 134.02K shares | 1.09M | $22.24 | 1.91M |
| Q2 2022 | share | Increase | +8.46% | 138.77K shares | -3.78M | $23.3 | 1.77M |
| Q1 2022 | share | Decrease | -100.00% | -1.81M shares | -52.56M | $27.58 | 0 |
| Q4 2021 | share | Increase | +3.03% | 53.29K shares | 5.77M | $29.03 | 1.81M |
| Q3 2021 | share | Increase | 0.00% | 1.76M shares | 46.79M | $26.57 | 1.76M |