Number of Shares
154,307.00
Current Holdings Value*
$8.33 Mil
% of Portfolio
5.75%
Total Estimate Gain
$-208,008.51
% of Total Estimate Gain
-2.35%

Pillar Financial Advisors, LLC's Dimensional U.S. Targeted Value ETF Holding Summary

As of 2025-06-30, Pillar Financial Advisors, LLC held 154,307.00 shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $8.33 Mil. This investment constitutes 5.75% 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. And since then Pillar Financial Advisors, LLC has made 1 purchases of DFAT, at an average price of $57.25, for a total of 154,425.00 shares. 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 $55.90, Pillar Financial Advisors, LLC's estimated gain on his DFAT holdings is $-208,008.51, reflecting a -2.35% gain to date.

Pillar Financial Advisors, LLC DFAT ($55.90) Holding Chart

Pillar Financial Advisors, LLC DFAT ($55.90) 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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