FinDec Wealth Services, Inc. DFAT Holdings History
FinDec Wealth Services, Inc.'s Dimensional U.S. Targeted Value ETF Holding Summary
As of 2025-03-31, FinDec Wealth Services, Inc. held 13,733.00 shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $707,130.00. This investment constitutes 0.7% of their stock portfolio, and FinDec Wealth Services, Inc. now holds 0.01% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.
The initial trade took place in 2022Q4. And since then FinDec Wealth Services, Inc. has made 4 purchases of DFAT, at an average price of $44.43, for a total of 142,678.00 shares. In addition, there have been 5 sales at an average price of $53.42 for 128,945.00 shares. Based on historical transaction data and DFAT's current price of $55.50, FinDec Wealth Services, Inc.'s estimated gain on his DFAT holdings is $1.31 Mil, reflecting a 20.69% gain to date.
FinDec Wealth Services, Inc. DFAT ($55.50) Holding Chart
FinDec Wealth Services, Inc. DFAT ($55.50) 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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