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Sch Fnd Em Lg Etf schb fdt emk lg shares owned by Sax Wealth Advisors

Quarter-by-quarter ownership of Sch Fnd Em Lg Etf schb fdt emk lg (FNDE) shares owned by Sax Wealth Advisors from 13F filings

Historical chart of Sax Wealth Advisors investment in Sch Fnd Em Lg Etf schb fdt emk lg

Tip: Access up to 7 years of quarterly data

All positions including Sch Fnd Em Lg Etf schb fdt emk lg held by Sax Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sch Fnd Em Lg Etf schb fdt emk lg by Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.9M 247k 36.16
2025-06-30 $6.3M 190k 33.01
2024-12-31 $2.4M 81k 29.05
2024-09-30 $882k 27k 32.27
2024-06-30 $239k 8.1k 29.57

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)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Dimensional Etf Trust Us High Profitab (DUHP)

View all positions for Sax Wealth Advisors

Top funds holding Sch Fnd Em Lg Etf schb fdt emk lg

Charles Schwab Investment Management
FMR
Morgan Stanley
Victory Capital Management
Bogart Wealth
Foster & Motley
Envestnet Asset Management
Unison Advisors
Advisor Group Holdings
Almanack Investment Partners
Morningstar Investment Management
Aspiriant
AlphaCore Capital
Kelman-Lazarov
Raymond James Financial

View all funds holding Sch Fnd Em Lg Etf schb fdt emk lg