Sax Wealth Advisors »

Dimensional Etf Trust shares owned by Sax Wealth Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DXIV) 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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Dimensional Etf Trust by Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $291k 4.3k 67.54

More positions owned by Sax Wealth Advisors

Dimensional Etf Trust Us Equity Market (DFUS)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Putnam Etf Trust Focused Lar Cap (PVAL)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)

View all positions for Sax Wealth Advisors

Top funds holding Dimensional Etf Trust

Beacon Pointe Advisors
BCR Wealth Strategies
Fmb Wealth Management
Pure Financial Advisors
Versant Capital Management
Cordant
Citadel Advisors
Assetmark
Jane Street
Mml Investors Services
Evanson Financial
Evanson Asset Management
E-Wealth Partners
BIP Wealth
Royal Bank of Canada

View all funds holding Dimensional Etf Trust