Gibson Capital, LLC DFAT Holdings History

Number of Shares
97,123.00
Current Holdings Value*
$5.00 Mil
% of Portfolio
1.05%
Total Estimate Gain
$1.24 Mil
% of Total Estimate Gain
26.06%

Gibson Capital, LLC's Dimensional U.S. Targeted Value ETF Holding Summary

As of 2025-03-31, Gibson Capital, LLC held 97,123.00 shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $5.00 Mil. This investment constitutes 1.05% of their stock portfolio, and Gibson Capital, LLC now holds 0.05% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.

The initial trade took place in 2021Q3. And since then Gibson Capital, LLC has made 1 purchases of DFAT, at an average price of $44.23, for a total of 107,332.00 shares. In addition, there have been 13 sales at an average price of $50.12 for 10,209.00 shares. Based on historical transaction data and DFAT's current price of $56.35, Gibson Capital, LLC's estimated gain on his DFAT holdings is $1.24 Mil, reflecting a 26.06% gain to date.

Gibson Capital, LLC DFAT ($56.35) Holding Chart

Gibson Capital, LLC DFAT ($56.35) 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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