Pillar Financial Advisors, LLC DFAT Holdings History
Number of Shares
154,217.00
Current Holdings Value*
$7.94 Mil
% of Portfolio
5.92%
Total Estimate Gain
$-109,756.03
% of Total Estimate Gain
-1.24%
Pillar Financial Advisors, LLC's Dimensional U.S. Targeted Value ETF Holding Summary
As of 2025-03-31, Pillar Financial Advisors, LLC held 154,217.00 shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $7.94 Mil. This investment constitutes 5.92% of their stock portfolio, and Pillar Financial Advisors, LLC now holds 0.08% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $55.03 for 118.00 shares. Based on historical transaction data and DFAT's current price of $56.54, Pillar Financial Advisors, LLC's estimated gain on his DFAT holdings is $-109,756.03, reflecting a -1.24% gain to date.
Pillar Financial Advisors, LLC DFAT ($56.54) Holding Chart
Pillar Financial Advisors, LLC DFAT ($56.54) 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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