Bedel Financial Consulting, Inc. DFAT Holdings History
Bedel Financial Consulting, Inc.'s Dimensional U.S. Targeted Value ETF Holding Summary
As of 2025-03-31, Bedel Financial Consulting, Inc. held 46,719.00 shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $2.33 Mil. This investment constitutes 0.33% of their stock portfolio, and Bedel Financial Consulting, Inc. now holds 0.02% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.
The initial trade took place in 2022Q3. And since then Bedel Financial Consulting, Inc. has made 10 purchases of DFAT, at an average price of $49.69, for a total of 49,336.00 shares. In addition, there have been 1 sales at an average price of $43.73 for 2,617.00 shares. Based on historical transaction data and DFAT's current price of $55.27, Bedel Financial Consulting, Inc.'s estimated gain on his DFAT holdings is $245,297.98, reflecting a 10.01% gain to date.
Bedel Financial Consulting, Inc. DFAT ($55.27) Holding Chart
Bedel Financial Consulting, Inc. DFAT ($55.27) 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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