SAX WEALTH ADVISORS, LLC's ownership history for DFIV
SAX WEALTH ADVISORS, LLC currently holds 896.2K shares with a market value of $44.7M. It started holding DFIV on 2024-09-30. At its peak, it held 897.9K shares on 2025-12-31. Its highest holding value was $44.8M on 2025-12-31. At its lowest, it held 363.0K shares on 2024-09-30, with a value of $13.8M on 2024-09-30. In the recent 180 days, SAX WEALTH ADVISORS, LLC has increased its shares by 86.1K. In the recent year, SAX WEALTH ADVISORS, LLC has increased its shares by 393.2K.
SAX WEALTH ADVISORS, LLC's ownership history for DFIV