Align Wealth Management, LLC DFAT Holdings History
Number of Shares
231,456.00
Current Holdings Value*
$9.02 Mil
% of Portfolio
7.63%
Total Estimate Gain
$2.36 Mil
% of Total Estimate Gain
23.30%
Align Wealth Management, LLC's Dimensional U.S. Targeted Value ETF Holding Summary
As of 2022-12-31, Align Wealth Management, LLC held 231,456.00 shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $9.02 Mil. This investment constitutes 7.63% of their stock portfolio, and Align Wealth Management, LLC now holds 0.14% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.
The initial trade took place in 2022Q4. Based on historical transaction data and DFAT's current price of $53.97, Align Wealth Management, LLC's estimated gain on his DFAT holdings is $2.36 Mil, reflecting a 23.30% gain to date.
Align Wealth Management, LLC DFAT ($53.97) Holding Chart
Align Wealth Management, LLC DFAT ($53.97) 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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