Dimensional Etf Trust shares owned by Sax Wealth Advisors
Quarter-by-quarter ownership of Dimensional Etf Trust (DFIV) shares owned by Sax Wealth Advisors
from 13F filings
Historical chart of Sax Wealth Advisors investment in Dimensional Etf Trust
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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 |
|---|---|---|---|
| 2025-09-30 | $37M | 810k | 46.12 |
| 2025-06-30 | $28M | 652k | 42.83 |
| 2024-12-31 | $16M | 440k | 35.48 |
| 2024-09-30 | $14M | 363k | 38.08 |
| 2024-06-30 | $11M | 317k | 35.94 |
| 2024-03-31 | $10M | 284k | 36.75 |
| 2023-12-31 | $7.1M | 206k | 34.36 |
| 2023-09-30 | $6.1M | 186k | 32.62 |
| 2023-06-30 | $5.9M | 179k | 32.85 |
| 2023-03-31 | $5.8M | 181k | 32.23 |
| 2022-12-31 | $5.3M | 173k | 30.40 |
| 2022-09-30 | $4.4M | 171k | 25.76 |
| 2022-06-30 | $4.9M | 169k | 28.89 |
| 2022-03-31 | $5.5M | 165k | 33.48 |
| 2021-12-31 | $5.6M | 170k | 32.82 |