Fidato Wealth LLC DFAR Holdings History
Fidato Wealth LLC's Dimensional US Real Estate ETF Holding Summary
As of 2025-03-31, Fidato Wealth LLC held 429,409.00 shares of Dimensional US Real Estate ETF(DFAR), totaling $10.21 Mil. This investment constitutes 7.81% of their stock portfolio, and Fidato Wealth LLC now holds 0.77% of the outstanding Dimensional US Real Estate ETF(DFAR) stock.
The initial trade took place in 2023Q4. And since then Fidato Wealth LLC has made 6 purchases of DFAR, at an average price of $20.93, for a total of 429,409.00 shares. Based on historical transaction data and DFAR's current price of $23.54, Fidato Wealth LLC's estimated gain on his DFAR holdings is $1.12 Mil, reflecting a 12.50% gain to date.
Fidato Wealth LLC DFAR ($23.54) Holding Chart
Fidato Wealth LLC DFAR ($23.54) 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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