Number of Shares
4.60 Mil
Current Holdings Value*
$248.31 Mil
% of Portfolio
4.37%
Total Estimate Gain
$28.61 Mil
% of Total Estimate Gain
12.21%

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

As of 2025-06-30, Pure Financial Advisors, LLC held 4.60 Mil shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $248.31 Mil. This investment constitutes 4.37% of their stock portfolio, and Pure Financial Advisors, LLC now holds 2.32% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.

The initial trade took place in 2021Q3. And since then Pure Financial Advisors, LLC has made 15 purchases of DFAT, at an average price of $50.47, for a total of 4.64 Mil shares. In addition, there have been 1 sales at an average price of $43.90 for 41,393.00 shares. Based on historical transaction data and DFAT's current price of $56.75, Pure Financial Advisors, LLC's estimated gain on his DFAT holdings is $28.61 Mil, reflecting a 12.21% gain to date.

Pure Financial Advisors, LLC DFAT ($56.75) Holding Chart

Pure Financial Advisors, LLC DFAT ($56.75) 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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