Babb Wealth Advisors LLC DFAT Holdings History
Babb Wealth Advisors LLC's Dimensional U.S. Targeted Value ETF Holding Summary
As of 2025-03-31, Babb Wealth Advisors LLC held 343,222.00 shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $17.67 Mil. This investment constitutes 14.16% of their stock portfolio, and Babb Wealth Advisors LLC now holds 0.17% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.
The initial trade took place in 2024Q4. And since then Babb Wealth Advisors LLC has made 1 purchases of DFAT, at an average price of $57.17, for a total of 343,222.00 shares. Based on historical transaction data and DFAT's current price of $55.90, Babb Wealth Advisors LLC's estimated gain on his DFAT holdings is $-434,796.06, reflecting a -2.22% gain to date.
Babb Wealth Advisors LLC DFAT ($55.90) Holding Chart
Babb Wealth Advisors LLC 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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