Disciplined Equity Management, Inc. DFAT Holdings History
Disciplined Equity Management, Inc.'s Dimensional U.S. Targeted Value ETF Holding Summary
As of 2025-03-31, Disciplined Equity Management, Inc. held 336,131.00 shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $17.31 Mil. This investment constitutes 12.04% of their stock portfolio, and Disciplined Equity Management, Inc. now holds 0.17% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.
The initial trade took place in 2021Q4. And since then Disciplined Equity Management, Inc. has made 7 purchases of DFAT, at an average price of $46.90, for a total of 377,076.00 shares. In addition, there have been 6 sales at an average price of $49.50 for 40,945.00 shares. Based on historical transaction data and DFAT's current price of $55.13, Disciplined Equity Management, Inc.'s estimated gain on his DFAT holdings is $2.87 Mil, reflecting a 16.24% gain to date.
Disciplined Equity Management, Inc. DFAT ($55.13) Holding Chart
Disciplined Equity Management, Inc. DFAT ($55.13) 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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