Better Money Decisions, LLC DFAT Holdings History
Better Money Decisions, LLC's Dimensional U.S. Targeted Value ETF Holding Summary
As of 2025-03-31, Better Money Decisions, LLC held 177,859.00 shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $9.16 Mil. This investment constitutes 6.11% of their stock portfolio, and Better Money Decisions, LLC now holds 0.09% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.
The initial trade took place in 2023Q1. And since then Better Money Decisions, LLC has made 9 purchases of DFAT, at an average price of $49.70, for a total of 177,859.00 shares. Based on historical transaction data and DFAT's current price of $55.35, Better Money Decisions, LLC's estimated gain on his DFAT holdings is $1.01 Mil, reflecting a 11.37% gain to date.
Better Money Decisions, LLC DFAT ($55.35) Holding Chart
Better Money Decisions, LLC DFAT ($55.35) 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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