Efficient Frontier Advisors LLC DFAT Holdings History
Efficient Frontier Advisors LLC's Dimensional U.S. Targeted Value ETF Holding Summary
As of 2025-06-30, Efficient Frontier Advisors LLC held 466,243.00 shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $25.16 Mil. This investment constitutes 15.97% of their stock portfolio, and Efficient Frontier Advisors LLC now holds 0.24% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.
The initial trade took place in 2023Q4. And since then Efficient Frontier Advisors LLC has made 3 purchases of DFAT, at an average price of $46.95, for a total of 578,858.00 shares. In addition, there have been 3 sales at an average price of $52.23 for 112,615.00 shares. Based on historical transaction data and DFAT's current price of $54.93, Efficient Frontier Advisors LLC's estimated gain on his DFAT holdings is $4.31 Mil, reflecting a 15.86% gain to date.
Efficient Frontier Advisors LLC DFAT ($54.93) Holding Chart
Efficient Frontier Advisors LLC DFAT ($54.93) 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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