SAX WEALTH ADVISORS, LLC DFAC Holdings History
SAX WEALTH ADVISORS, LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, SAX WEALTH ADVISORS, LLC held 1.94 Mil shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $64.01 Mil. This investment constitutes 4.58% of their stock portfolio, and SAX WEALTH ADVISORS, LLC now holds 0.2% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2021Q3. And since then SAX WEALTH ADVISORS, LLC has made 9 purchases of DFAC, at an average price of $27.00, for a total of 2.42 Mil shares. In addition, there have been 6 sales at an average price of $28.73 for 476,061.00 shares. Based on historical transaction data and DFAC's current price of $36.51, SAX WEALTH ADVISORS, LLC's estimated gain on his DFAC holdings is $19.26 Mil, reflecting a 29.53% gain to date.
SAX WEALTH ADVISORS, LLC DFAC ($36.51) Holding Chart
SAX WEALTH ADVISORS, LLC DFAC ($36.51) 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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