McMill Wealth Management DFAT Holdings History
McMill Wealth Management's Dimensional U.S. Targeted Value ETF Holding Summary
As of 2025-03-31, McMill Wealth Management held 279,325.00 shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $14.38 Mil. This investment constitutes 5.8% of their stock portfolio, and McMill Wealth Management now holds 0.14% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.
The initial trade took place in 2024Q4. And since then McMill Wealth Management has made 1 purchases of DFAT, at an average price of $57.14, for a total of 279,325.00 shares. Based on historical transaction data and DFAT's current price of $55.35, McMill Wealth Management's estimated gain on his DFAT holdings is $-498,967.06, reflecting a -3.13% gain to date.
McMill Wealth Management DFAT ($55.35) Holding Chart
McMill Wealth Management 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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