SAX WEALTH ADVISORS, LLC DFAS Holdings History
SAX WEALTH ADVISORS, LLC's Dimensional U.S. Small Cap ETF Holding Summary
As of 2025-03-31, SAX WEALTH ADVISORS, LLC held 552,742.00 shares of Dimensional U.S. Small Cap ETF(DFAS), totaling $33.03 Mil. This investment constitutes 2.36% of their stock portfolio, and SAX WEALTH ADVISORS, LLC now holds 0.35% of the outstanding Dimensional U.S. Small Cap ETF(DFAS) stock.
The initial trade took place in 2021Q3. And since then SAX WEALTH ADVISORS, LLC has made 11 purchases of DFAS, at an average price of $58.27, for a total of 573,249.00 shares. In addition, there have been 4 sales at an average price of $53.93 for 20,507.00 shares. Based on historical transaction data and DFAS's current price of $66.55, SAX WEALTH ADVISORS, LLC's estimated gain on his DFAS holdings is $4.49 Mil, reflecting a 13.43% gain to date.
SAX WEALTH ADVISORS, LLC DFAS ($66.55) Holding Chart
SAX WEALTH ADVISORS, LLC DFAS ($66.55) 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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