Dimensional Etf Trust shares owned by Sax Wealth Advisors
Quarter-by-quarter ownership of Dimensional Etf Trust (DFUS) shares owned by Sax Wealth Advisors
from 13F filings
Historical chart of Sax Wealth Advisors investment in Dimensional Etf Trust
Tip: Access up to 7 years of quarterly data
All positions including Dimensional Etf Trust held by Sax Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Dimensional Etf Trust by Sax Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $200M | 3.2M | 62.20 |
2024-06-30 | $183M | 3.1M | 58.85 |
2024-03-31 | $157M | 2.7M | 56.98 |
2023-12-31 | $41M | 789k | 51.83 |
2023-09-30 | $30M | 636k | 46.55 |
2023-06-30 | $27M | 566k | 48.16 |
2023-03-31 | $24M | 538k | 44.43 |
2022-12-31 | $22M | 539k | 41.61 |
2022-09-30 | $22M | 570k | 38.82 |
2022-06-30 | $23M | 570k | 40.75 |
2022-03-31 | $27M | 554k | 49.02 |
2021-12-31 | $30M | 572k | 51.70 |
2021-09-30 | $27M | 574k | 47.16 |