Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SAX WEALTH ADVISORS LLC | 02-14-2024 | 12-31-2023 | 189 | 612,842,235 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 1 | $59,568,531 | 2,037,924 | 0.01 | 0.01 | 147,476 | 7.80 | 12-31-2023 |
| DIMENSIONAL ETF TRUST | US EQUITY ETF | 2 | $40,867,314 | 788,488 | 0.01 | 0.01 | 250,778 | 46.64 | 12-31-2023 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 3 | $36,978,656 | 706,644 | 0.01 | 0.01 | 21,825 | 3.19 | 12-31-2023 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 4 | $28,911,960 | 776,786 | 0.00 | 0.01 | 2,375 | 0.31 | 12-31-2023 |
