TFC Financial Management, Inc. DFAT Holdings History
TFC Financial Management, Inc.'s Dimensional U.S. Targeted Value ETF Holding Summary
As of 2025-03-31, TFC Financial Management, Inc. held 527,987.00 shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $27.19 Mil. This investment constitutes 4.16% of their stock portfolio, and TFC Financial Management, Inc. now holds 0.27% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.
The initial trade took place in 2021Q3. And since then TFC Financial Management, Inc. has made 8 purchases of DFAT, at an average price of $44.42, for a total of 649,649.00 shares. In addition, there have been 7 sales at an average price of $48.08 for 121,662.00 shares. Based on historical transaction data and DFAT's current price of $55.76, TFC Financial Management, Inc.'s estimated gain on his DFAT holdings is $6.43 Mil, reflecting a 22.30% gain to date.
TFC Financial Management, Inc. DFAT ($55.76) Holding Chart
TFC Financial Management, Inc. DFAT ($55.76) 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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