SAX WEALTH ADVISORS, LLC DFUS Holdings History
SAX WEALTH ADVISORS, LLC's Dimensional U.S. Equity Market ETF Holding Summary
As of 2025-03-31, SAX WEALTH ADVISORS, LLC held 3.40 Mil shares of Dimensional U.S. Equity Market ETF(DFUS), totaling $205.57 Mil. This investment constitutes 14.71% of their stock portfolio, and SAX WEALTH ADVISORS, LLC now holds 1.51% of the outstanding Dimensional U.S. Equity Market ETF(DFUS) stock.
The initial trade took place in 2021Q3. And since then SAX WEALTH ADVISORS, LLC has made 10 purchases of DFUS, at an average price of $53.66, for a total of 3.45 Mil shares. In addition, there have been 5 sales at an average price of $44.29 for 52,818.00 shares. Based on historical transaction data and DFUS's current price of $68.06, SAX WEALTH ADVISORS, LLC's estimated gain on his DFUS holdings is $48.43 Mil, reflecting a 26.15% gain to date.
SAX WEALTH ADVISORS, LLC DFUS ($68.06) Holding Chart
SAX WEALTH ADVISORS, LLC DFUS ($68.06) 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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