Number of Shares
112,385.00
Current Holdings Value*
$5.79 Mil
% of Portfolio
4.97%
Total Estimate Gain
$-151,204.71
% of Total Estimate Gain
-2.35%

Seneschal Advisors, LLC's Dimensional U.S. Targeted Value ETF Holding Summary

As of 2025-03-31, Seneschal Advisors, LLC held 112,385.00 shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $5.79 Mil. This investment constitutes 4.97% of their stock portfolio, and Seneschal Advisors, LLC now holds 0.06% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.

The initial trade took place in 2024Q4. And since then Seneschal Advisors, LLC has made 1 purchases of DFAT, at an average price of $57.25, for a total of 112,385.00 shares. Based on historical transaction data and DFAT's current price of $55.90, Seneschal Advisors, LLC's estimated gain on his DFAT holdings is $-151,204.71, reflecting a -2.35% gain to date.

Seneschal Advisors, LLC DFAT ($55.90) Holding Chart

Seneschal Advisors, 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