OneAscent Family Office, LLC DFAT Holdings History
OneAscent Family Office, LLC's Dimensional U.S. Targeted Value ETF Holding Summary
As of 2025-03-31, OneAscent Family Office, LLC held 42,666.00 shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $2.20 Mil. This investment constitutes 2.04% of their stock portfolio, and OneAscent Family Office, LLC now holds 0.02% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.
The initial trade took place in 2025Q1. And since then OneAscent Family Office, LLC has made 1 purchases of DFAT, at an average price of $55.03, for a total of 42,666.00 shares. Based on historical transaction data and DFAT's current price of $54.74, OneAscent Family Office, LLC's estimated gain on his DFAT holdings is $-12,373.14, reflecting a -0.53% gain to date.
OneAscent Family Office, LLC DFAT ($54.74) Holding Chart
OneAscent Family Office, LLC DFAT ($54.74) 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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