Parkworth Wealth Management, Inc. DFAT Holdings History
Parkworth Wealth Management, Inc.'s Dimensional U.S. Targeted Value ETF Holding Summary
As of 2025-03-31, Parkworth Wealth Management, Inc. held 81,886.00 shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $4.22 Mil. This investment constitutes 3.37% of their stock portfolio, and Parkworth Wealth Management, Inc. now holds 0.04% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.
The initial trade took place in 2024Q4. And since then Parkworth Wealth Management, Inc. has made 1 purchases of DFAT, at an average price of $57.25, for a total of 81,886.00 shares. Based on historical transaction data and DFAT's current price of $56.67, Parkworth Wealth Management, Inc.'s estimated gain on his DFAT holdings is $-47,120.92, reflecting a -1.01% gain to date.
Parkworth Wealth Management, Inc. DFAT ($56.67) Holding Chart
Parkworth Wealth Management, Inc. DFAT ($56.67) 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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