DIMENSIONAL ETF TRUST

Ticker: DFUV CUSIP: 25434V724 Class: COM

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

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

Q4 2025
Shares 813,382 Value ($000) $37,895 Avg Close Range
Q3 2025
Shares 832,056 Value ($000) $37,185 Avg Close Range
Q2 2025
Shares 827,304 Value ($000) $34,978 Avg Close Range
Q1 2025
Shares 852,592 Value ($000) $35,135 Avg Close Range
Q4 2024
Shares 861,247 Value ($000) $35,242 Avg Close Range
Q3 2024
Shares 836,677 Value ($000) $34,881 Avg Close Range
Q2 2024
Shares 839,215 Value ($000) $32,956 Avg Close Range
Q1 2024
Shares 846,892 Value ($000) $34,638 Avg Close Range
Q4 2023
Shares 776,786 Value ($000) $28,912 Avg Close Range
Q3 2023
Shares 772,161 Value ($000) $26,269 Avg Close Range
Q2 2023
Shares 773,949 Value ($000) $26,701 Avg Close Range
Q1 2023
Shares 774,411 Value ($000) $25,927 Avg Close Range
Q4 2022
Shares 815,408 Value ($000) $27,300 Avg Close Range
Q3 2022
Shares 847,504 Value ($000) $25,095 Avg Close Range
Q2 2022
Shares 830,592 Value ($000) $26,247 Avg Close Range