Sageworth Trust Co DFAS Holdings History
Sageworth Trust Co's Dimensional U.S. Small Cap ETF Holding Summary
As of 2025-03-31, Sageworth Trust Co held 977,781.00 shares of Dimensional U.S. Small Cap ETF(DFAS), totaling $58.42 Mil. This investment constitutes 3.63% of their stock portfolio, and Sageworth Trust Co now holds 0.63% of the outstanding Dimensional U.S. Small Cap ETF(DFAS) stock.
The initial trade took place in 2023Q3. And since then Sageworth Trust Co has made 5 purchases of DFAS, at an average price of $55.21, for a total of 1.04 Mil shares. In addition, there have been 2 sales at an average price of $62.74 for 59,003.00 shares. Based on historical transaction data and DFAS's current price of $65.25, Sageworth Trust Co's estimated gain on his DFAS holdings is $10.26 Mil, reflecting a 17.93% gain to date.
Sageworth Trust Co DFAS ($65.25) Holding Chart
Sageworth Trust Co DFAS ($65.25) 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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