SAX WEALTH ADVISORS, LLC DFUV Holdings History
SAX WEALTH ADVISORS, LLC's Dimensional US Marketwide Value ETF Holding Summary
As of 2025-03-31, SAX WEALTH ADVISORS, LLC held 852,592.00 shares of Dimensional US Marketwide Value ETF(DFUV), totaling $35.14 Mil. This investment constitutes 2.51% of their stock portfolio, and SAX WEALTH ADVISORS, LLC now holds 0.31% of the outstanding Dimensional US Marketwide Value ETF(DFUV) stock.
The initial trade took place in 2022Q2. And since then SAX WEALTH ADVISORS, LLC has made 5 purchases of DFUV, at an average price of $33.87, for a total of 946,805.00 shares. In addition, there have been 7 sales at an average price of $35.21 for 94,213.00 shares. Based on historical transaction data and DFUV's current price of $42.91, SAX WEALTH ADVISORS, LLC's estimated gain on his DFUV holdings is $7.84 Mil, reflecting a 24.44% gain to date.
SAX WEALTH ADVISORS, LLC DFUV ($42.91) Holding Chart
SAX WEALTH ADVISORS, LLC DFUV ($42.91) 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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