Sax Wealth Advisors Q2 2026 Portfolio Activity: Strategic Increases in Dimensional Funds

As of June 30, 2026, Sax Wealth Advisors LLC maintained a substantial portfolio valued at approximately $2.46 billion.

Prominent Increases Observed

Sax Wealth Advisors demonstrated significant buying activity during the second quarter of 2026, most notably in Dimensional ETF Trust products and select Vanguard funds.

• DFUS (Dimensional Fund Advisors Natural Capital ETF): The investor increased shares by approximately 9.93%, adding $38 million to this holding which now represents about 12.26% of the portfolio.
• DFAI (Dimensional Fund Advisors Intermediate Term Income ETF): Shares rose by a substantial 28.43%, representing an increase in stock value of around $25 million, boosting its allocation to nearly 2%. This significant purchase suggests confidence in fixed income strategies during this period.
• BND (Vanguard Balanced Index Fund): The investor quintupled the position size for BND, increasing shares by over 700%, adding more than $30 million. This ETF allocation now stands at about 1.2% of the portfolio.
• SCHF/SCHB (Schwab U.S. Small and Large Cap Index Funds): Both funds saw massive share increases, with SCHF experiencing a staggering over 2,100% growth in shares during Q2 while SCHB increased by exactly 100%. These purchases significantly bolstered the portfolio's exposure to broad market index strategies.
• BSV (Vanguard Balanced Index Fund): Shares increased by approximately 769%, adding nearly $18 million, further emphasizing the investor's focus on diversified balanced funds.
• VANGUARD BD INDEX FDS, including BND and BSV: Collectively, these Vanguard bond index funds saw a significant boost in allocation during Q2, now representing about 1.97% of the portfolio combined.
• VEA (Vanguard Tax-Managed Small-Cap Value Fund): The investor increased VEA shares by over 48%, adding approximately $6 million to this holding which accounts for around 0.82% of assets.

New Position and Minor Sale

Additionally, Sax Wealth Advisors established a new position with Vanguard Total Coupon Bond ETF (VTC), allocating nearly $11 million or about 0.44% to this fund during Q2.

• Vanguard SCOTTSDALE FDS, including VGIT and VTC: These funds also saw increased allocations, suggesting a continued interest in specific Vanguard strategies focused on bond investments.

In contrast, the investor divested of a very small position in INVESCO SR INCOME TR (VVR), which is categorized under Financial Services. This ETF allocation was just $0.49 million or 0.02% before being completely exited during Q2.

Strategic Focus and Sector Shifts

The observable changes suggest a strategic focus on broad market index funds, particularly those with natural capital exposure from Dimensional Fund Advisors, alongside traditional Vanguard bond strategies like BNDX. The investor also showed strong interest in tax-managed and small-cap focused offerings.

• Technology Sector: An allocation increase was observed for Technology ETFs (VTI), boosting their portfolio percentage to 4.18%.
• Financial Services Sector: The sale of VVR, which is in this sector, resulted in a slight decrease (-0.02%) in the overall Financial Services allocation from Q1's disclosed level.

Diversification and Market Views

The portfolio remains highly diversified across various asset classes and sectors as of June 30, 2026. The substantial purchases into Dimensional funds (DFUS +9.93%, DFAI +28.43%) appear to align with the firm's stated focus on these strategies.

For more detailed information about Sax Wealth Advisors' portfolio holdings and performance, please visit their profile page: Sax Wealth Advisors. You can also explore individual holdings like the Dimensional Fund ETFs (DFUS) and Vanguard funds (BND, VTC) directly on the platform.