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Dimensional Etf Trust shares owned by Sax Wealth Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAU) shares owned by Sax Wealth Advisors from 13F filings

Historical chart of Sax Wealth Advisors investment in Dimensional Etf Trust

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All positions including Dimensional Etf Trust held by Sax Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $16M 403k 39.69
2024-06-30 $15M 402k 37.49
2024-03-31 $14M 377k 36.54
2023-12-31 $8.6M 257k 33.25
2023-09-30 $5.4M 179k 29.95
2023-06-30 $5.2M 167k 30.99
2023-03-31 $4.9M 169k 28.77
2022-12-31 $3.6M 134k 27.02
2022-09-30 $2.0M 79k 25.15
2022-06-30 $1.2M 46k 26.43
2022-03-31 $956k 30k 31.52
2021-12-31 $932k 28k 33.00
2021-09-30 $759k 25k 30.13
2021-06-30 $712k 24k 30.22
2021-03-31 $326k 12k 28.19