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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