Strategent Financial, LLC DFAS Holdings History
Number of Shares
41,884.00
Current Holdings Value*
$2.50 Mil
% of Portfolio
2.26%
Total Estimate Gain
$-37,881.14
% of Total Estimate Gain
-1.36%
Strategent Financial, LLC's Dimensional U.S. Small Cap ETF Holding Summary
As of 2025-03-31, Strategent Financial, LLC held 41,884.00 shares of Dimensional U.S. Small Cap ETF(DFAS), totaling $2.50 Mil. This investment constitutes 2.26% of their stock portfolio, and Strategent Financial, LLC now holds 0.03% of the outstanding Dimensional U.S. Small Cap ETF(DFAS) stock.
The initial trade took place in 2024Q4. And since then Strategent Financial, LLC has made 1 purchases of DFAS, at an average price of $66.48, for a total of 41,884.00 shares. Based on historical transaction data and DFAS's current price of $65.58, Strategent Financial, LLC's estimated gain on his DFAS holdings is $-37,881.14, reflecting a -1.36% gain to date.
Strategent Financial, LLC DFAS ($65.58) Holding Chart
Strategent Financial, LLC DFAS ($65.58) 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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