Altiora Financial Group, LLC DFAT Holdings History
Altiora Financial Group, LLC's Dimensional U.S. Targeted Value ETF Holding Summary
As of 2025-03-31, Altiora Financial Group, LLC held 239,437.00 shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $12.33 Mil. This investment constitutes 2.62% of their stock portfolio, and Altiora Financial Group, LLC now holds 0.12% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.
The initial trade took place in 2022Q4. And since then Altiora Financial Group, LLC has made 7 purchases of DFAT, at an average price of $47.76, for a total of 243,831.00 shares. In addition, there have been 2 sales at an average price of $50.01 for 4,394.00 shares. Based on historical transaction data and DFAT's current price of $55.75, Altiora Financial Group, LLC's estimated gain on his DFAT holdings is $1.92 Mil, reflecting a 16.51% gain to date.
Altiora Financial Group, LLC DFAT ($55.75) Holding Chart
Altiora Financial Group, LLC DFAT ($55.75) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
