Activest Wealth Management DFAT Holdings History
Activest Wealth Management's Dimensional U.S. Targeted Value ETF Holding Summary
As of 2025-03-31, Activest Wealth Management held 160,687.00 shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $8.27 Mil. This investment constitutes 2.22% of their stock portfolio, and Activest Wealth Management now holds 0.08% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.
The initial trade took place in 2022Q4. And since then Activest Wealth Management has made 9 purchases of DFAT, at an average price of $47.22, for a total of 286,411.00 shares. In addition, there have been 1 sales at an average price of $43.90 for 125,724.00 shares. Based on historical transaction data and DFAT's current price of $55.62, Activest Wealth Management's estimated gain on his DFAT holdings is $933,386.87, reflecting a 6.90% gain to date.
Activest Wealth Management DFAT ($55.62) Holding Chart
Activest Wealth Management DFAT ($55.62) 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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