RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC DFAT Holdings History
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC's Dimensional U.S. Targeted Value ETF Holding Summary
As of 2025-03-31, RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC held 104,544.00 shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $5.69 Mil. This investment constitutes 2.32% of their stock portfolio, and RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC now holds 0.05% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.
The initial trade took place in 2022Q4. And since then RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC has made 1 purchases of DFAT, at an average price of $44.38, for a total of 116,420.00 shares. In addition, there have been 7 sales at an average price of $51.53 for 11,876.00 shares. Based on historical transaction data and DFAT's current price of $55.90, RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC's estimated gain on his DFAT holdings is $1.29 Mil, reflecting a 24.96% gain to date.
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC DFAT ($55.90) Holding Chart
RED LIGHTHOUSE INVESTMENT MANAGEMENT, 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
