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Japan Smaller Capitalizaion Fund shares owned by Sax Wealth Advisors

Quarter-by-quarter ownership of Japan Smaller Capitalizaion Fund (JOF) shares owned by Sax Wealth Advisors from 13F filings

Historical chart of Sax Wealth Advisors investment in Japan Smaller Capitalizaion Fund

Tip: Access up to 7 years of quarterly data

All positions including Japan Smaller Capitalizaion Fund held by Sax Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Japan Smaller Capitalizaion Fund by Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $302k 27k 11.08

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Dimensional Etf Trust Us Equity Market (DFUS)
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Dimensional Etf Trust Us Core Equity 2 (DFAC)
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Dimensional Etf Trust Internatnal Val (DFIV)
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Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Putnam Etf Trust Focused Lar Cap (PVAL)
Apple (AAPL)

View all positions for Sax Wealth Advisors

Top funds holding Japan Smaller Capitalizaion Fund

Allspring Global Investments Holdings
1607 Capital Partners
City of London Investment Management Company
Lazard Asset Management
Saba Capital Management
Karpus Investment Management
Almitas Capital
Brooklyn Capital Management
Pekin, Singer Strauss Asset Management
Mraz, Amerine & Associates
Raffles Associates
Barry Investment Advisors
Kovitz Investment Group Partners
Hara Capital
Raymond James Financial

View all funds holding Japan Smaller Capitalizaion Fund