JUNCTURE WEALTH STRATEGIES, LLC DFAT Holdings History
JUNCTURE WEALTH STRATEGIES, LLC's Dimensional U.S. Targeted Value ETF Holding Summary
As of 2025-06-30, JUNCTURE WEALTH STRATEGIES, LLC held 141,421.00 shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $7.63 Mil. This investment constitutes 2.71% of their stock portfolio, and JUNCTURE WEALTH STRATEGIES, LLC now holds 0.07% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.
The initial trade took place in 2021Q2. And since then JUNCTURE WEALTH STRATEGIES, LLC has made 13 purchases of DFAT, at an average price of $48.38, for a total of 206,637.00 shares. In addition, there have been 4 sales at an average price of $49.62 for 65,216.00 shares. Based on historical transaction data and DFAT's current price of $55.35, JUNCTURE WEALTH STRATEGIES, LLC's estimated gain on his DFAT holdings is $1.07 Mil, reflecting a 10.68% gain to date.
JUNCTURE WEALTH STRATEGIES, LLC DFAT ($55.35) Holding Chart
JUNCTURE WEALTH STRATEGIES, LLC DFAT ($55.35) 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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