Number of Shares
369,090.00
Current Holdings Value*
$17.12 Mil
% of Portfolio
5.15%
Total Estimate Gain
$3.94 Mil
% of Total Estimate Gain
23.92%

Relaxing Retirement Coach's Dimensional U.S. Targeted Value ETF Holding Summary

As of 2023-06-30, Relaxing Retirement Coach held 369,090.00 shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $17.12 Mil. This investment constitutes 5.15% of their stock portfolio, and Relaxing Retirement Coach now holds 0.21% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.

The initial trade took place in 2021Q3. And since then Relaxing Retirement Coach has made 8 purchases of DFAT, at an average price of $44.67, for a total of 369,090.00 shares. Based on historical transaction data and DFAT's current price of $55.35, Relaxing Retirement Coach's estimated gain on his DFAT holdings is $3.94 Mil, reflecting a 23.92% gain to date.

Relaxing Retirement Coach DFAT ($55.35) Holding Chart

Relaxing Retirement Coach DFAT ($55.35) 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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