Team Hewins, LLC DFAT Holdings History

Number of Shares
977,600.00
Current Holdings Value*
$50.34 Mil
% of Portfolio
19.56%
Total Estimate Gain
$13.20 Mil
% of Total Estimate Gain
28.64%

Team Hewins, LLC's Dimensional U.S. Targeted Value ETF Holding Summary

As of 2025-03-31, Team Hewins, LLC held 977,600.00 shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $50.34 Mil. This investment constitutes 19.56% of their stock portfolio, and Team Hewins, LLC now holds 0.49% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.

The initial trade took place in 2022Q4. And since then Team Hewins, LLC has made 1 purchases of DFAT, at an average price of $43.82, for a total of 1.05 Mil shares. In addition, there have been 8 sales at an average price of $50.58 for 74,128.00 shares. Based on historical transaction data and DFAT's current price of $56.81, Team Hewins, LLC's estimated gain on his DFAT holdings is $13.20 Mil, reflecting a 28.64% gain to date.

Team Hewins, LLC DFAT ($56.81) Holding Chart

Team Hewins, LLC 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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