Number of Shares
53,086.00
Current Holdings Value*
$2.24 Mil
% of Portfolio
1.96%
Total Estimate Gain
$71,980.62
% of Total Estimate Gain
1.68%

Saxony Capital Management, LLC's Dimensional Inflation-Protected Securities ETF Holding Summary

As of 2025-03-31, Saxony Capital Management, LLC held 53,086.00 shares of Dimensional Inflation-Protected Securities ETF(DFIP), totaling $2.24 Mil. This investment constitutes 1.96% of their stock portfolio, and Saxony Capital Management, LLC now holds 0.25% of the outstanding Dimensional Inflation-Protected Securities ETF(DFIP) stock.

The initial trade took place in 2023Q4. And since then Saxony Capital Management, LLC has made 3 purchases of DFIP, at an average price of $40.66, for a total of 105,195.00 shares. In addition, there have been 2 sales at an average price of $41.26 for 52,109.00 shares. Based on historical transaction data and DFIP's current price of $41.42, Saxony Capital Management, LLC's estimated gain on his DFIP holdings is $71,980.62, reflecting a 1.68% gain to date.

Saxony Capital Management, LLC DFIP ($41.42) Holding Chart

Saxony Capital Management, LLC DFIP ($41.42) 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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