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SAX WEALTH ADVISORS, LLC: DFAU position timeline

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

SAX WEALTH ADVISORS, LLC held 558,577 DFAU 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 558,577 shares
    Change vs previous 13F +27,746 shares

    0.83% of the 13F portfolio, value $29,247,081.

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

  2. period ended2026-06-30
    13F 530,831 shares
    Change vs previous 13F +109,308 shares

    0.97% of the 13F portfolio, value $23,951,096.

    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 421,523 shares
    Change vs previous 13F -149 shares

    0.96% of the 13F portfolio, value $19,727,291.

    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 421,672 shares
    Change vs previous 13F -17,218 shares

    0.93% of the 13F portfolio, value $19,734,264.

    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 438,890 shares
    Change vs previous 13F -21,312 shares

    1.08% of the 13F portfolio, value $20,083,624.

    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 460,202 shares
    Change vs previous 13F +74,595 shares

    1.18% of the 13F portfolio, value $19,494,154.

    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 385,607 shares
    Change vs previous 13F +22,959 shares

    1.06% of the 13F portfolio, value $14,822,743.

    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 362,648 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $14,683,618.

    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).