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Dimensional Global Core Plus Fixed Income Etf shares owned by Sax Wealth Advisors

Quarter-by-quarter ownership of Dimensional Global Core Plus Fixed Income Etf (DFGP) shares owned by Sax Wealth Advisors from 13F filings

Historical chart of Sax Wealth Advisors investment in Dimensional Global Core Plus Fixed Income Etf

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Global Core Plus Fixed Income Etf 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 Global Core Plus Fixed Income Etf by Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.3M 41k 55.57
2025-06-30 $2.2M 41k 54.49
2024-12-31 $1.2M 23k 52.83
2024-09-30 $432k 7.8k 55.10

More positions owned by Sax Wealth Advisors

Dimensional Etf Trust Us Equity Market (DFUS)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Dimensional Etf Trust Us High Profitab (DUHP)

View all positions for Sax Wealth Advisors

Top funds holding Dimensional Global Core Plus Fixed Income Etf

Forum Financial Management
Maseco
von Borstel & Associates
Beacon Pointe Advisors
Jentner
WPWealth
Ruedi Wealth Management
Penobscot Wealth Management
Vestmark Advisory Solutions
Curio Wealth
Envestnet Asset Management
Mach-1 Financial Group
TCI Wealth Advisors
AE Wealth Management
McCarthy Grittinger Financial Group

View all funds holding Dimensional Global Core Plus Fixed Income Etf