Equius Partners, Inc. DFAT Holdings History
Equius Partners, Inc.'s Dimensional U.S. Targeted Value ETF Holding Summary
As of 2022-12-31, Equius Partners, Inc. held 2.07 Mil shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $91.14 Mil. This investment constitutes 28.14% of their stock portfolio, and Equius Partners, Inc. now holds 1.22% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.
The initial trade took place in 2021Q4. And since then Equius Partners, Inc. has made 1 purchases of DFAT, at an average price of $46.72, for a total of 2.20 Mil shares. In addition, there have been 3 sales at an average price of $43.53 for 125,621.00 shares. Based on historical transaction data and DFAT's current price of $56.81, Equius Partners, Inc.'s estimated gain on his DFAT holdings is $20.52 Mil, reflecting a 19.98% gain to date.
Equius Partners, Inc. DFAT ($56.81) Holding Chart
Equius Partners, Inc. 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
