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
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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 | $258M | 3.6M | 72.44 |
| 2025-06-30 | $230M | 3.4M | 67.02 |
| 2024-12-31 | $209M | 3.3M | 63.75 |
| 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 |