SAX WEALTH ADVISORS, LLC
Position in DFSD — Dimensional Short-Duration Fixed Income ETF
CIK 1846150
PARSIPPANY, NJ
All Filings in DFSD
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-06-30 DFSD | $24,705,268 | 525,644 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 DFSD | $18,168,259 | 386,230 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 DFSD | $11,123,130 | 236,612 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 DFSD | $6,331,009 | 136,503 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 DFSD | $4,021,882 | 86,772 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 DFSD | $2,253,304 | 48,292 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 DFSD | $1,770,501 | 38,414 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 DFSD | $1,681,944 | 36,564 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 DFSD | $1,129,057 | 24,084 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||