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SAX WEALTH ADVISORS, LLC: DFAI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SAX WEALTH ADVISORS, LLC on DFAI, newest first. How the timeline and the estimate are built.

SAX WEALTH ADVISORS, LLC held 1,444,714 DFAI shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,444,714 shares
    Change vs previous 13F +215,071 shares

    1.71% of the 13F portfolio, value $59,854,495.

    13F-HR 0001846150-26-000011 filed by SAX WEALTH ADVISORS, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,229,643 shares
    Change vs previous 13F +272,176 shares

    1.95% of the 13F portfolio, value $47,906,898.

    13F-HR 0001846150-26-000007 filed by SAX WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 957,467 shares
    Change vs previous 13F -2,275 shares

    1.77% of the 13F portfolio, value $36,489,063.

    13F-HR 0001846150-26-000005 filed by SAX WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 959,742 shares
    Change vs previous 13F +75,035 shares

    1.72% of the 13F portfolio, value $36,575,763.

    13F-HR 0001846150-26-000002 filed by SAX WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 884,707 shares
    Change vs previous 13F +15,770 shares

    1.73% of the 13F portfolio, value $32,159,116.

    13F-HR 0001846150-25-000011 filed by SAX WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 868,937 shares
    Change vs previous 13F +44,102 shares

    1.81% of the 13F portfolio, value $30,039,156.

    13F-HR 0001846150-25-000007 filed by SAX WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 824,835 shares
    Change vs previous 13F +74,201 shares

    1.84% of the 13F portfolio, value $25,759,593.

    13F-HR 0001846150-25-000004 filed by SAX WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 750,634 shares
    Change vs previous 13F not available

    1.72% of the 13F portfolio, value $21,918,509.

    13F-HR 0001725547-25-000117 filed by SAX WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).