AG Asset Advisory, LLC DFAT Holdings History
AG Asset Advisory, LLC's Dimensional U.S. Targeted Value ETF Holding Summary
As of 2025-03-31, AG Asset Advisory, LLC held 44,535.00 shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $2.29 Mil. This investment constitutes 2.35% of their stock portfolio, and AG Asset Advisory, LLC now holds 0.02% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.
The initial trade took place in 2024Q4. And since then AG Asset Advisory, LLC has made 1 purchases of DFAT, at an average price of $56.96, for a total of 44,535.00 shares. Based on historical transaction data and DFAT's current price of $55.90, AG Asset Advisory, LLC's estimated gain on his DFAT holdings is $-47,215.17, reflecting a -1.86% gain to date.
AG Asset Advisory, LLC DFAT ($55.90) Holding Chart
AG Asset Advisory, LLC DFAT ($55.90) 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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