FINANCIAL CONSULATE, INC DFAT Holdings History
Number of Shares
135,835.00
Current Holdings Value*
$6.99 Mil
% of Portfolio
1.77%
Total Estimate Gain
$-143,985.10
% of Total Estimate Gain
-1.93%
FINANCIAL CONSULATE, INC's Dimensional U.S. Targeted Value ETF Holding Summary
As of 2025-03-31, FINANCIAL CONSULATE, INC held 135,835.00 shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $6.99 Mil. This investment constitutes 1.77% of their stock portfolio, and FINANCIAL CONSULATE, INC now holds 0.07% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.
The initial trade took place in 2025Q1. And since then FINANCIAL CONSULATE, INC has made 1 purchases of DFAT, at an average price of $55.03, for a total of 135,835.00 shares. Based on historical transaction data and DFAT's current price of $53.97, FINANCIAL CONSULATE, INC's estimated gain on his DFAT holdings is $-143,985.10, reflecting a -1.93% gain to date.
FINANCIAL CONSULATE, INC DFAT ($53.97) Holding Chart
FINANCIAL CONSULATE, INC DFAT ($53.97) 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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