Avondale Wealth Management DFAT Holdings History
Avondale Wealth Management's Dimensional U.S. Targeted Value ETF Holding Summary
As of 2025-06-30, Avondale Wealth Management held 135,956.00 shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $7.34 Mil. This investment constitutes 4.1% of their stock portfolio, and Avondale Wealth Management now holds 0.07% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.
The initial trade took place in 2023Q1. And since then Avondale Wealth Management has made 7 purchases of DFAT, at an average price of $51.90, for a total of 161,729.00 shares. In addition, there have been 1 sales at an average price of $50.94 for 25,773.00 shares. Based on historical transaction data and DFAT's current price of $55.90, Avondale Wealth Management's estimated gain on his DFAT holdings is $519,296.35, reflecting a 6.19% gain to date.
Avondale Wealth Management DFAT ($55.90) Holding Chart
Avondale Wealth Management DFAT ($55.90) 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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