McLean Asset Management Corp DFAT Holdings History
McLean Asset Management Corp's Dimensional U.S. Targeted Value ETF Holding Summary
As of 2025-06-30, McLean Asset Management Corp held 258,483.00 shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $14.50 Mil. This investment constitutes 3.81% of their stock portfolio, and McLean Asset Management Corp now holds 0.13% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.
The initial trade took place in 2021Q3. And since then McLean Asset Management Corp has made 4 purchases of DFAT, at an average price of $44.33, for a total of 609,202.00 shares. In addition, there have been 12 sales at an average price of $46.74 for 350,719.00 shares. Based on historical transaction data and DFAT's current price of $55.13, McLean Asset Management Corp's estimated gain on his DFAT holdings is $3.64 Mil, reflecting a 13.46% gain to date.
McLean Asset Management Corp DFAT ($55.13) Holding Chart
McLean Asset Management Corp DFAT ($55.13) 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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