Dixon Hughes Goodman Wealth Advisors LLC DFAT Holdings History
Dixon Hughes Goodman Wealth Advisors LLC's Dimensional U.S. Targeted Value ETF Holding Summary
As of 2022-03-31, Dixon Hughes Goodman Wealth Advisors LLC held 798,535.00 shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $37.20 Mil. This investment constitutes 10.99% of their stock portfolio, and Dixon Hughes Goodman Wealth Advisors LLC now holds 0.54% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.
The initial trade took place in 2021Q4. In addition, there have been 1 sales at an average price of $46.56 for 290.00 shares. Based on historical transaction data and DFAT's current price of $55.90, Dixon Hughes Goodman Wealth Advisors LLC's estimated gain on his DFAT holdings is $7.33 Mil, reflecting a 19.64% gain to date.
Dixon Hughes Goodman Wealth Advisors LLC DFAT ($55.90) Holding Chart
Dixon Hughes Goodman Wealth Advisors 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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