CAPITAL PERFORMANCE ADVISORS LLP DFAT Holdings History
EARNED WEALTH ADVISORS, LLC's Dimensional U.S. Targeted Value ETF Holding Summary
As of 2025-03-31, EARNED WEALTH ADVISORS, LLC held 793,086.00 shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $40.84 Mil. This investment constitutes 8.96% of their stock portfolio, and EARNED WEALTH ADVISORS, LLC now holds 0.4% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.
The initial trade took place in 2021Q4. And since then EARNED WEALTH ADVISORS, LLC has made 6 purchases of DFAT, at an average price of $46.61, for a total of 835,893.00 shares. In addition, there have been 7 sales at an average price of $52.35 for 42,807.00 shares. Based on historical transaction data and DFAT's current price of $54.03, EARNED WEALTH ADVISORS, LLC's estimated gain on his DFAT holdings is $6.13 Mil, reflecting a 15.73% gain to date.
EARNED WEALTH ADVISORS, LLC DFAT ($54.03) Holding Chart
EARNED WEALTH ADVISORS, LLC DFAT ($54.03) 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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