Number of Shares
574,781.00
Current Holdings Value*
$34.34 Mil
% of Portfolio
18.56%
Total Estimate Gain
$1.97 Mil
% of Total Estimate Gain
5.39%

DIXON FNANCIAL SERVICES, INC.'s Dimensional U.S. Small Cap ETF Holding Summary

As of 2025-03-31, DIXON FNANCIAL SERVICES, INC. held 574,781.00 shares of Dimensional U.S. Small Cap ETF(DFAS), totaling $34.34 Mil. This investment constitutes 18.56% of their stock portfolio, and DIXON FNANCIAL SERVICES, INC. now holds 0.37% of the outstanding Dimensional U.S. Small Cap ETF(DFAS) stock.

The initial trade took place in 2021Q4. In addition, there have been 13 sales at an average price of $58.30 for 42,837.00 shares. Based on historical transaction data and DFAS's current price of $62.65, DIXON FNANCIAL SERVICES, INC.'s estimated gain on his DFAS holdings is $1.97 Mil, reflecting a 5.39% gain to date.

DIXON FNANCIAL SERVICES, INC. DFAS ($62.65) Holding Chart

DIXON FNANCIAL SERVICES, INC. DFAS ($62.65) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1