CARDIFF PARK ADVISORS, LLC DFAT Holdings History
CARDIFF PARK ADVISORS, LLC's Dimensional U.S. Targeted Value ETF Holding Summary
As of 2025-03-31, CARDIFF PARK ADVISORS, LLC held 368,966.00 shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $19.00 Mil. This investment constitutes 1.83% of their stock portfolio, and CARDIFF PARK ADVISORS, LLC now holds 0.19% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.
The initial trade took place in 2021Q4. And since then CARDIFF PARK ADVISORS, LLC has made 8 purchases of DFAT, at an average price of $47.04, for a total of 407,150.00 shares. In addition, there have been 5 sales at an average price of $44.20 for 38,184.00 shares. Based on historical transaction data and DFAT's current price of $53.97, CARDIFF PARK ADVISORS, LLC's estimated gain on his DFAT holdings is $2.45 Mil, reflecting a 12.80% gain to date.
CARDIFF PARK ADVISORS, LLC DFAT ($53.97) Holding Chart
CARDIFF PARK ADVISORS, LLC DFAT ($53.97) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
