Sensible Money, LLC DFAT Holdings History
Sensible Money, LLC's Dimensional U.S. Targeted Value ETF Holding Summary
As of 2025-03-31, Sensible Money, LLC held 848,025.00 shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $43.66 Mil. This investment constitutes 18.71% of their stock portfolio, and Sensible Money, LLC now holds 0.43% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.
The initial trade took place in 2022Q4. And since then Sensible Money, LLC has made 9 purchases of DFAT, at an average price of $46.77, for a total of 848,025.00 shares. Based on historical transaction data and DFAT's current price of $53.82, Sensible Money, LLC's estimated gain on his DFAT holdings is $5.98 Mil, reflecting a 15.07% gain to date.
Sensible Money, LLC DFAT ($53.82) Holding Chart
Sensible Money, LLC DFAT ($53.82) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
