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Fidelity vlu factor etf shares owned by Sax Wealth Advisors

Quarter-by-quarter ownership of Fidelity vlu factor etf (FVAL) shares owned by Sax Wealth Advisors from 13F filings

Historical chart of Sax Wealth Advisors investment in Fidelity vlu factor etf

Tip: Access up to 7 years of quarterly data

All positions including Fidelity vlu factor etf held by Sax Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity vlu factor etf by Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.8M 84k 68.87
2025-06-30 $4.1M 65k 63.87
2024-12-31 $2.0M 33k 61.52

More positions owned by Sax Wealth Advisors

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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 Fidelity vlu factor etf

FMR
Envestnet Asset Management
High Probability Advisors
Thrivent Financial for Lutherans
Merit Financial Group
LPL Financial
Royal Bank of Canada
MAI Wealth Advisors
Advisor Group Holdings
Commonwealth Equity Services
Cetera Investment Advisers
Jpmorgan Chase & Co
Kestra Advisory Services
Dynamic Advisors Solutions
Custos Family Office

View all funds holding Fidelity vlu factor etf