BAYSHORE ASSET MANAGEMENT, LLC DFAT Holdings History
BAYSHORE ASSET MANAGEMENT, LLC's Dimensional U.S. Targeted Value ETF Holding Summary
As of 2025-03-31, BAYSHORE ASSET MANAGEMENT, LLC held 837,562.00 shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $43.13 Mil. This investment constitutes 21.48% of their stock portfolio, and BAYSHORE ASSET MANAGEMENT, LLC now holds 0.43% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.
The initial trade took place in 2021Q4. And since then BAYSHORE ASSET MANAGEMENT, LLC has made 6 purchases of DFAT, at an average price of $46.67, for a total of 987,862.00 shares. In addition, there have been 7 sales at an average price of $49.68 for 150,300.00 shares. Based on historical transaction data and DFAT's current price of $56.17, BAYSHORE ASSET MANAGEMENT, LLC's estimated gain on his DFAT holdings is $8.40 Mil, reflecting a 18.23% gain to date.
BAYSHORE ASSET MANAGEMENT, LLC DFAT ($56.17) Holding Chart
BAYSHORE ASSET MANAGEMENT, LLC DFAT ($56.17) 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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