RS CRUM INC. DFAT Holdings History

Number of Shares
290,767.00
Current Holdings Value*
$14.97 Mil
% of Portfolio
4.03%
Total Estimate Gain
$2.85 Mil
% of Total Estimate Gain
18.67%

RS CRUM INC.'s Dimensional U.S. Targeted Value ETF Holding Summary

As of 2025-03-31, RS CRUM INC. held 290,767.00 shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $14.97 Mil. This investment constitutes 4.03% of their stock portfolio, and RS CRUM INC. now holds 0.15% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.

The initial trade took place in 2021Q4. And since then RS CRUM INC. has made 6 purchases of DFAT, at an average price of $46.46, for a total of 328,478.00 shares. In addition, there have been 7 sales at an average price of $45.85 for 37,711.00 shares. Based on historical transaction data and DFAT's current price of $56.34, RS CRUM INC.'s estimated gain on his DFAT holdings is $2.85 Mil, reflecting a 18.67% gain to date.

RS CRUM INC. DFAT ($56.34) Holding Chart

RS CRUM INC. DFAT ($56.34) 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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