SAX WEALTH ADVISORS, LLC
Position in DFNM — Dimensional National Municipal Bond ETF
CIK 1846150
PARSIPPANY, NJ
All Filings in DFNM
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 DFNM | $1,974,668 | 41,199 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 DFNM | $1,984,555 | 41,199 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 DFNM | $1,759,378 | 36,669 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 DFNM | $1,966,590 | 41,463 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 DFNM | $3,689,434 | 77,558 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 DFNM | $4,866,091 | 101,865 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 DFNM | $5,396,094 | 111,168 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 DFNM | $4,398,852 | 92,084 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 DFNM | $2,453,984 | 51,029 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 DFNM | $1,018,661 | 20,999 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 DFNM | $720,238 | 15,499 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 DFNM | $934,691 | 19,624 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 DFNM | $722,019 | 14,944 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 DFNM | $626,024 | 13,094 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 DFNM | $397,411 | 8,519 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 DFNM | $228,284 | 4,749 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||