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D Ishares shares owned by Sax Wealth Advisors

Quarter-by-quarter ownership of D Ishares (EEMS) shares owned by Sax Wealth Advisors from 13F filings

Historical chart of Sax Wealth Advisors investment in D Ishares

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All positions including D Ishares held by Sax Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in D Ishares by Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.6M 27k 58.14
2024-09-30 $2.1M 32k 63.79
2024-06-30 $1.5M 25k 61.11
2024-03-31 $886k 15k 58.85

More positions owned by Sax Wealth Advisors

Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us High Profitab (DUHP)
Apple (AAPL)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Short Duration F (DFSD)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Sax Wealth Advisors

Top funds holding D Ishares

Wealthfront Advisers
Employees' Retirement Fund of the City of Fort Worth
Morgan Stanley
Bank of America Corporation
State of Wisconsin Investment Board
Checchi Capital Advisers
Mml Investors Services
Northwestern Mutual Wealth Management Company
Evergreen Capital Management
Old Mission Capital
Corrigan Financial
Harbor Advisory Corp
LPL Financial
Wells Fargo & Company
Johnson Financial

View all funds holding D Ishares