Cook Wealth, LLC DFAT Holdings History
Cook Wealth, LLC's Dimensional U.S. Targeted Value ETF Holding Summary
As of 2025-03-31, Cook Wealth, LLC held 222,309.00 shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $10.97 Mil. This investment constitutes 5.32% of their stock portfolio, and Cook Wealth, LLC now holds 0.11% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.
The initial trade took place in 2023Q4. And since then Cook Wealth, LLC has made 4 purchases of DFAT, at an average price of $47.41, for a total of 232,625.00 shares. In addition, there have been 2 sales at an average price of $54.41 for 10,316.00 shares. Based on historical transaction data and DFAT's current price of $53.82, Cook Wealth, LLC's estimated gain on his DFAT holdings is $1.50 Mil, reflecting a 13.57% gain to date.
Cook Wealth, LLC DFAT ($53.82) Holding Chart
Cook Wealth, LLC DFAT ($53.82) 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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