Asset Dedication, LLC DFAT Holdings History
Asset Dedication, LLC's Dimensional U.S. Targeted Value ETF Holding Summary
As of 2025-03-31, Asset Dedication, LLC held 2.31 Mil shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $118.69 Mil. This investment constitutes 9.63% of their stock portfolio, and Asset Dedication, LLC now holds 1.17% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.
The initial trade took place in 2021Q3. And since then Asset Dedication, LLC has made 16 purchases of DFAT, at an average price of $46.28, for a total of 2.31 Mil shares. Based on historical transaction data and DFAT's current price of $53.97, Asset Dedication, LLC's estimated gain on his DFAT holdings is $17.73 Mil, reflecting a 16.62% gain to date.
Asset Dedication, LLC DFAT ($53.97) Holding Chart
Asset Dedication, 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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