Great Waters Wealth Management DFAT Holdings History
Great Waters Wealth Management's Dimensional U.S. Targeted Value ETF Holding Summary
As of 2025-06-30, Great Waters Wealth Management held 690,456.00 shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $37.26 Mil. This investment constitutes 4.85% of their stock portfolio, and Great Waters Wealth Management now holds 0.35% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.
The initial trade took place in 2022Q4. And since then Great Waters Wealth Management has made 9 purchases of DFAT, at an average price of $48.51, for a total of 720,478.00 shares. In addition, there have been 1 sales at an average price of $55.03 for 30,022.00 shares. Based on historical transaction data and DFAT's current price of $55.90, Great Waters Wealth Management's estimated gain on his DFAT holdings is $5.30 Mil, reflecting a 15.16% gain to date.
Great Waters Wealth Management DFAT ($55.90) Holding Chart
Great Waters Wealth Management DFAT ($55.90) 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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