Symmetry Panoramic Global Equity Fund DFAT Holdings History
Symmetry Panoramic Global Equity Fund's Dimensional U.S. Targeted Value ETF Holding Summary
As of 2025-02-28, Symmetry Panoramic Trust held 291,794.00 shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $15.98 Mil. This investment constitutes 5.31% of their stock portfolio, and Symmetry Panoramic Trust now holds 0.15% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.
The initial trade took place in 2024Q1. And since then Symmetry Panoramic Global Equity Fund has made 4 purchases of DFAT, at an average price of $54.22, for a total of 291,794.00 shares. Based on historical transaction data and DFAT's current price of $56.06, Symmetry Panoramic Global Equity Fund's estimated gain on his DFAT holdings is $535,608.92, reflecting a 3.39% gain to date.
Symmetry Panoramic Global Equity Fund DFAT ($56.06) Holding Chart
Symmetry Panoramic Global Equity Fund DFAT ($56.06) 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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