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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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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 $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