DOWLING & YAHNKE LLC DFAT Holdings History

Number of Shares
1.32 Mil
Current Holdings Value*
$51.49 Mil
% of Portfolio
2.4%
Total Estimate Gain
$16.29 Mil
% of Total Estimate Gain
27.72%

DOWLING & YAHNKE LLC's Dimensional U.S. Targeted Value ETF Holding Summary

As of 2022-09-30, DOWLING & YAHNKE LLC held 1.32 Mil shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $51.49 Mil. This investment constitutes 2.4% of their stock portfolio, and DOWLING & YAHNKE LLC now holds 0.81% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.

The initial trade took place in 2021Q3. And since then DOWLING & YAHNKE LLC has made 5 purchases of DFAT, at an average price of $44.48, for a total of 1.32 Mil shares. Based on historical transaction data and DFAT's current price of $56.81, DOWLING & YAHNKE LLC's estimated gain on his DFAT holdings is $16.29 Mil, reflecting a 27.72% gain to date.

DOWLING & YAHNKE LLC DFAT ($56.81) Holding Chart

DOWLING & YAHNKE LLC DFAT ($56.81) 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