Sax Wealth Advisors, LLC / DFAC
Sax Wealth Advisors, LLC’s Dimensional Etf Trust Position
Does Sax Wealth Advisors, LLC own Dimensional Etf Trust (DFAC)? Yes — 2.15M shares worth $84M (+3.40% of its 13F portfolio) as of Q2 2026, up from 2.04M shares the prior filed quarter.
Position Value
$84M
Q2 2026
Shares
2.15M
% of Portfolio
+3.40%
Quarters Held
18
currently held
Position History DFAC
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2026 | 2.15M | $84M | +3.40% |
| Q1 2026 | 2.04M | $81M | +3.92% |
| Q4 2025 | 2.05M | $81M | +3.83% |
| Q3 2025 | 2.07M | $80M | +4.30% |
| Q2 2025 | 2.12M | $76M | +4.59% |
| Q1 2025 | 1.94M | $64M | +4.58% |
| Q4 2024 | 1.96M | $68M | +5.30% |
| Q3 2024 | 1.98M | $68M | +6.05% |
| Q2 2024 | 2.00M | $64M | +6.13% |
| Q1 2024 | 1.88M | $60M | +7.01% |
| Q4 2023 | 2.04M | $60M | +9.72% |
| Q3 2023 | 1.95M | $51M | +10.09% |
| Q2 2023 | 1.92M | $52M | +10.40% |
| Q1 2023 | 1.89M | $48M | +10.46% |
| Q4 2022 | 1.98M | $48M | +11.09% |
| Q3 2022 | 1.91M | $43M | +10.95% |
| Q2 2022 | 1.78M | $41M | +10.54% |
| Q4 2021 | 1.81M | $53M | +10.95% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Sax Wealth Advisors, LLC’s full portfolio or all institutional holders of DFAC.