SAX WEALTH ADVISORS, LLC DFAT Holdings History
SAX WEALTH ADVISORS, LLC's Dimensional U.S. Targeted Value ETF Holding Summary
As of 2025-03-31, SAX WEALTH ADVISORS, LLC held 863,039.00 shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $44.44 Mil. This investment constitutes 3.18% of their stock portfolio, and SAX WEALTH ADVISORS, LLC now holds 0.44% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.
The initial trade took place in 2021Q3. And since then SAX WEALTH ADVISORS, LLC has made 8 purchases of DFAT, at an average price of $45.73, for a total of 995,043.00 shares. In addition, there have been 7 sales at an average price of $48.86 for 132,004.00 shares. Based on historical transaction data and DFAT's current price of $55.35, SAX WEALTH ADVISORS, LLC's estimated gain on his DFAT holdings is $8.71 Mil, reflecting a 19.15% gain to date.
SAX WEALTH ADVISORS, LLC DFAT ($55.35) Holding Chart
SAX WEALTH ADVISORS, LLC DFAT ($55.35) 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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