DOWLING & YAHNKE LLC DFAT Holdings History
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 $55.90, DOWLING & YAHNKE LLC's estimated gain on his DFAT holdings is $15.09 Mil, reflecting a 25.68% gain to date.
DOWLING & YAHNKE LLC DFAT ($55.90) Holding Chart
DOWLING & YAHNKE LLC DFAT ($55.90) 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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