Symmetry Panoramic Tax-Managed Global Equity Fund DFAT Holdings History
Symmetry Panoramic Tax-Managed Global Equity Fund's Dimensional U.S. Targeted Value ETF Holding Summary
As of 2025-02-28, Symmetry Panoramic Tax-Managed Global Equity Fund held 138,209.00 shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $7.57 Mil. This investment constitutes 11.18% of their stock portfolio, and Symmetry Panoramic Tax-Managed Global Equity Fund now holds 0.07% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.
The initial trade took place in 2022Q1. And since then Symmetry Panoramic Tax-Managed Global Equity Fund has made 2 purchases of DFAT, at an average price of $46.14, for a total of 177,534.00 shares. In addition, there have been 1 sales at an average price of $57.05 for 39,325.00 shares. Based on historical transaction data and DFAT's current price of $56.81, Symmetry Panoramic Tax-Managed Global Equity Fund's estimated gain on his DFAT holdings is $1.90 Mil, reflecting a 23.24% gain to date.
Symmetry Panoramic Tax-Managed Global Equity Fund DFAT ($56.81) Holding Chart
Symmetry Panoramic Tax-Managed Global Equity Fund DFAT ($56.81) 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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