Number of Shares
6.31 Mil
Current Holdings Value*
$325.02 Mil
% of Portfolio
20.1%
Total Estimate Gain
$74.02 Mil
% of Total Estimate Gain
17.49%

Index Fund Advisors, Inc.'s Dimensional U.S. Targeted Value ETF Holding Summary

As of 2025-03-31, Index Fund Advisors, Inc. held 6.31 Mil shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $325.02 Mil. This investment constitutes 20.1% of their stock portfolio, and Index Fund Advisors, Inc. now holds 3.21% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.

The initial trade took place in 2021Q4. And since then Index Fund Advisors, Inc. has made 1 purchases of DFAT, at an average price of $46.61, for a total of 9.08 Mil shares. In addition, there have been 13 sales at an average price of $50.15 for 2.77 Mil shares. Based on historical transaction data and DFAT's current price of $56.78, Index Fund Advisors, Inc.'s estimated gain on his DFAT holdings is $74.02 Mil, reflecting a 17.49% gain to date.

Index Fund Advisors, Inc. DFAT ($56.78) Holding Chart

Index Fund Advisors, Inc. DFAT ($56.78) 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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