Focus Partners Advisor Solutions, LLC DFAT Holdings History
Focus Partners Advisor Solutions, LLC's Dimensional U.S. Targeted Value ETF Holding Summary
As of 2025-03-31, Focus Partners Advisor Solutions, LLC held 4.92 Mil shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $253.09 Mil. This investment constitutes 3.85% of their stock portfolio, and Focus Partners Advisor Solutions, LLC now holds 2.5% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.
The initial trade took place in 2021Q4. And since then Focus Partners Advisor Solutions, LLC has made 9 purchases of DFAT, at an average price of $47.40, for a total of 7.68 Mil shares. In addition, there have been 4 sales at an average price of $44.65 for 2.76 Mil shares. Based on historical transaction data and DFAT's current price of $56.37, Focus Partners Advisor Solutions, LLC's estimated gain on his DFAT holdings is $36.49 Mil, reflecting a 10.03% gain to date.
Focus Partners Advisor Solutions, LLC DFAT ($56.37) Holding Chart
Focus Partners Advisor Solutions, LLC DFAT ($56.37) 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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