Dimensional Etf Trust shares owned by Sax Wealth Advisors
Quarter-by-quarter ownership of Dimensional Etf Trust (DUHP) 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 csvQuarterly reported holdings in Dimensional Etf Trust by Sax Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $26M | 688k | 37.77 |
| 2025-06-30 | $26M | 732k | 35.56 |
| 2024-12-31 | $25M | 738k | 33.79 |
| 2024-09-30 | $33M | 959k | 34.07 |
| 2024-06-30 | $29M | 919k | 31.99 |
| 2024-03-31 | $25M | 795k | 31.61 |
| 2023-12-31 | $19M | 646k | 28.61 |
| 2023-09-30 | $12M | 468k | 25.69 |
| 2023-06-30 | $11M | 402k | 26.54 |
| 2023-03-31 | $8.8M | 349k | 25.14 |
| 2022-12-31 | $7.1M | 297k | 24.01 |
| 2022-09-30 | $5.8M | 274k | 21.34 |
| 2022-06-30 | $2.9M | 127k | 22.50 |