Mattern Wealth Management LLC DFAT Holdings History
Mattern Wealth Management LLC's Dimensional U.S. Targeted Value ETF Holding Summary
As of 2025-06-30, Mattern Wealth Management LLC held - shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling N/A. This investment constitutes 0% of their stock portfolio, and Mattern Wealth Management LLC now holds 0% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.
The initial trade took place in 2021Q4. And since then Mattern Wealth Management LLC has made 4 purchases of DFAT, at an average price of $46.61, for a total of 234,430.00 shares. In addition, there have been 9 sales at an average price of $46.09 for 234,430.00 shares. Based on historical transaction data and DFAT's current price of $55.35, Mattern Wealth Management LLC's estimated gain on his DFAT holdings is $-122,121.96, reflecting a -1.12% gain to date.
Mattern Wealth Management LLC DFAT ($55.35) Holding Chart
Mattern Wealth Management 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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