Allen Capital Group, LLC DFAT Holdings History
Allen Capital Group, LLC's Dimensional U.S. Targeted Value ETF Holding Summary
As of 2025-03-31, Allen Capital Group, LLC held 384,170.00 shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $19.78 Mil. This investment constitutes 2.23% of their stock portfolio, and Allen Capital Group, LLC now holds 0.2% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.
The initial trade took place in 2023Q1. And since then Allen Capital Group, LLC has made 6 purchases of DFAT, at an average price of $48.31, for a total of 387,917.00 shares. In addition, there have been 3 sales at an average price of $55.89 for 3,747.00 shares. Based on historical transaction data and DFAT's current price of $55.50, Allen Capital Group, LLC's estimated gain on his DFAT holdings is $2.79 Mil, reflecting a 14.89% gain to date.
Allen Capital Group, LLC DFAT ($55.50) Holding Chart
Allen Capital Group, LLC DFAT ($55.50) 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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