Radnor Financial Advisors, LLC DFAT Holdings History
Radnor Financial Advisors, LLC's Dimensional U.S. Targeted Value ETF Holding Summary
As of 2022-09-30, Radnor Financial Advisors, LLC held 466,855.00 shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $18.19 Mil. This investment constitutes 6.4% of their stock portfolio, and Radnor Financial Advisors, LLC now holds 0.29% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.
The initial trade took place in 2021Q2. And since then Radnor Financial Advisors, LLC has made 5 purchases of DFAT, at an average price of $44.80, for a total of 469,486.00 shares. In addition, there have been 1 sales at an average price of $44.23 for 2,631.00 shares. Based on historical transaction data and DFAT's current price of $56.17, Radnor Financial Advisors, LLC's estimated gain on his DFAT holdings is $5.31 Mil, reflecting a 25.22% gain to date.
Radnor Financial Advisors, LLC DFAT ($56.17) Holding Chart
Radnor Financial Advisors, LLC DFAT ($56.17) 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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