BWM Planning, LLC DFAT Holdings History
BWM Planning, LLC's Dimensional U.S. Targeted Value ETF Holding Summary
As of 2025-03-31, BWM Planning, LLC held 187,952.00 shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $9.68 Mil. This investment constitutes 4.1% of their stock portfolio, and BWM Planning, LLC now holds 0.1% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.
The initial trade took place in 2024Q3. In addition, there have been 2 sales at an average price of $56.49 for 12,035.00 shares. Based on historical transaction data and DFAT's current price of $56.17, BWM Planning, LLC's estimated gain on his DFAT holdings is $423,821.88, reflecting a 3.92% gain to date.
BWM Planning, LLC DFAT ($56.17) Holding Chart
BWM Planning, 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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