SAX WEALTH ADVISORS, LLC DFCF Holdings History
SAX WEALTH ADVISORS, LLC's Dimensional Core Fixed Income ETF Holding Summary
As of 2025-03-31, SAX WEALTH ADVISORS, LLC held 695,210.00 shares of Dimensional Core Fixed Income ETF(DFCF), totaling $29.24 Mil. This investment constitutes 2.09% of their stock portfolio, and SAX WEALTH ADVISORS, LLC now holds 0.44% of the outstanding Dimensional Core Fixed Income ETF(DFCF) stock.
The initial trade took place in 2022Q2. And since then SAX WEALTH ADVISORS, LLC has made 9 purchases of DFCF, at an average price of $41.82, for a total of 864,130.00 shares. In addition, there have been 3 sales at an average price of $41.64 for 168,920.00 shares. Based on historical transaction data and DFCF's current price of $41.80, SAX WEALTH ADVISORS, LLC's estimated gain on his DFCF holdings is $-48,375.45, reflecting a -0.13% gain to date.
SAX WEALTH ADVISORS, LLC DFCF ($41.80) Holding Chart
SAX WEALTH ADVISORS, LLC DFCF ($41.80) 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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