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Dimensional Etf Trust shares owned by Sax Wealth Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DFLV) 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

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Quarterly reported holdings in Dimensional Etf Trust by Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.5M 184k 29.99
2023-12-31 $3.6M 132k 27.05
2023-09-30 $1.7M 67k 24.81
2023-06-30 $412k 16k 25.40

More positions owned by Sax Wealth Advisors

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

View all positions for Sax Wealth Advisors

Top funds holding Dimensional Etf Trust

CI Private Wealth
Pathstone Holdings
Mosaic Family Wealth Partners
EP Wealth Advisors
DiNuzzo Private Wealth
Truepoint
Cable Hill Partners
Resources Investment Advisors
WPWealth
Goss Wealth Management
EnRich Financial Partners
Eastern Bank
LPL Financial
Regal Wealth Group
Summit Financial Strategies

View all funds holding Dimensional Etf Trust