Saxony Capital Management, LLC DFIP Holdings History
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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