DIMENSIONAL ETF TRUST

Ticker: DFAT CUSIP: 25434V609 Class: COM

SAX WEALTH ADVISORS, LLC's Holding History (CIK: 0001846150)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 757,412 Value ($000) $45,096 Avg Close Range
Q3 2025
Shares 788,013 Value ($000) $45,870 Avg Close Range
Q2 2025
Shares 835,698 Value ($000) $45,094 Avg Close Range
Q1 2025
Shares 863,039 Value ($000) $44,438 Avg Close Range
Q4 2024
Shares 878,023 Value ($000) $48,871 Avg Close Range
Q3 2024
Shares 895,323 Value ($000) $49,807 Avg Close Range
Q2 2024
Shares 900,734 Value ($000) $46,721 Avg Close Range
Q1 2024
Shares 894,850 Value ($000) $48,707 Avg Close Range
Q4 2023
Shares 706,644 Value ($000) $36,979 Avg Close Range
Q3 2023
Shares 687,793 Value ($000) $31,425 Avg Close Range
Q2 2023
Shares 680,563 Value ($000) $31,571 Avg Close Range
Q1 2023
Shares 684,819 Value ($000) $30,474 Avg Close Range
Q4 2022
Shares 711,879 Value ($000) $31,287 Avg Close Range
Q3 2022
Shares 720,353 Value ($000) $28,072 Avg Close Range
Q2 2022
Shares 708,431 Value ($000) $28,493 Avg Close Range
Q1 2022
Shares 686,197 Value ($000) $31,963 Avg Close Range
Q4 2021
Shares 740,716 Value ($000) $35,199 Avg Close Range
Q3 2021
Shares 725,347 Value ($000) $32,205 Avg Close Range