Number of Shares
72,726.00
Current Holdings Value*
$4.63 Mil
% of Portfolio
5.02%
Total Estimate Gain
$529,844.71
% of Total Estimate Gain
12.29%

Sageworth Trust Co of South Dakota's Dimensional U.S. Small Cap ETF Holding Summary

As of 2025-06-30, Sageworth Trust Co of South Dakota held 72,726.00 shares of Dimensional U.S. Small Cap ETF(DFAS), totaling $4.63 Mil. This investment constitutes 5.02% of their stock portfolio, and Sageworth Trust Co of South Dakota now holds 0.05% of the outstanding Dimensional U.S. Small Cap ETF(DFAS) stock.

The initial trade took place in 2023Q3. And since then Sageworth Trust Co of South Dakota has made 8 purchases of DFAS, at an average price of $59.26, for a total of 72,726.00 shares. Based on historical transaction data and DFAS's current price of $66.55, Sageworth Trust Co of South Dakota's estimated gain on his DFAS holdings is $529,844.71, reflecting a 12.29% gain to date.

Sageworth Trust Co of South Dakota DFAS ($66.55) Holding Chart

Sageworth Trust Co of South Dakota DFAS ($66.55) 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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