Intersect Capital LLC DFAT Holdings History
Intersect Capital LLC's Dimensional U.S. Targeted Value ETF Holding Summary
As of 2022-06-30, Intersect Capital LLC held 147,036.00 shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $5.91 Mil. This investment constitutes 1.79% of their stock portfolio, and Intersect Capital LLC now holds 0.09% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.
The initial trade took place in 2021Q2. And since then Intersect Capital LLC has made 1 purchases of DFAT, at an average price of $44.87, for a total of 234,865.00 shares. In addition, there have been 3 sales at an average price of $46.12 for 87,829.00 shares. Based on historical transaction data and DFAT's current price of $55.50, Intersect Capital LLC's estimated gain on his DFAT holdings is $1.67 Mil, reflecting a 15.87% gain to date.
Intersect Capital LLC DFAT ($55.50) Holding Chart
Intersect Capital LLC 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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