BetterWealth, LLC DFAT Holdings History
BetterWealth, LLC's Dimensional U.S. Targeted Value ETF Holding Summary
As of 2025-03-31, BetterWealth, LLC held 24,547.00 shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $1.26 Mil. This investment constitutes 0.35% of their stock portfolio, and BetterWealth, LLC now holds 0.01% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.
The initial trade took place in 2021Q4. And since then BetterWealth, LLC has made 3 purchases of DFAT, at an average price of $45.63, for a total of 273,728.00 shares. In addition, there have been 10 sales at an average price of $47.92 for 249,181.00 shares. Based on historical transaction data and DFAT's current price of $55.25, BetterWealth, LLC's estimated gain on his DFAT holdings is $804,708.66, reflecting a 6.44% gain to date.
BetterWealth, LLC DFAT ($55.25) Holding Chart
BetterWealth, LLC DFAT ($55.25) 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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