Dixon Hughes Goodman Wealth Advisors LLC DFAS Holdings History
Number of Shares
526,988.00
Current Holdings Value*
$29.54 Mil
% of Portfolio
8.73%
Total Estimate Gain
$3.42 Mil
% of Total Estimate Gain
10.79%
Dixon Hughes Goodman Wealth Advisors LLC's Dimensional U.S. Small Cap ETF Holding Summary
As of 2022-03-31, Dixon Hughes Goodman Wealth Advisors LLC held 526,988.00 shares of Dimensional U.S. Small Cap ETF(DFAS), totaling $29.54 Mil. This investment constitutes 8.73% of their stock portfolio, and Dixon Hughes Goodman Wealth Advisors LLC now holds 0.66% of the outstanding Dimensional U.S. Small Cap ETF(DFAS) stock.
The initial trade took place in 2021Q4. In addition, there have been 1 sales at an average price of $56.30 for 8,190.00 shares. Based on historical transaction data and DFAS's current price of $65.69, Dixon Hughes Goodman Wealth Advisors LLC's estimated gain on his DFAS holdings is $3.42 Mil, reflecting a 10.79% gain to date.
Dixon Hughes Goodman Wealth Advisors LLC DFAS ($65.69) Holding Chart
Dixon Hughes Goodman Wealth Advisors LLC DFAS ($65.69) 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 % |
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