Rise Advisors, LLC DFAT Holdings History
Rise Advisors, LLC's Dimensional U.S. Targeted Value ETF Holding Summary
As of 2025-06-30, Rise Advisors, LLC held 234,148.00 shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $12.63 Mil. This investment constitutes 5.02% of their stock portfolio, and Rise Advisors, LLC now holds 0.12% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.
The initial trade took place in 2022Q1. And since then Rise Advisors, LLC has made 11 purchases of DFAT, at an average price of $49.38, for a total of 242,011.00 shares. In addition, there have been 2 sales at an average price of $53.00 for 7,863.00 shares. Based on historical transaction data and DFAT's current price of $55.35, Rise Advisors, LLC's estimated gain on his DFAT holdings is $1.43 Mil, reflecting a 11.93% gain to date.
Rise Advisors, LLC DFAT ($55.35) Holding Chart
Rise Advisors, LLC 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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