Tiller Private Wealth, Inc. DFAT Holdings History
Number of Shares
103,488.00
Current Holdings Value*
$5.33 Mil
% of Portfolio
2.22%
Total Estimate Gain
$87,964.80
% of Total Estimate Gain
1.54%
Tiller Private Wealth, Inc.'s Dimensional U.S. Targeted Value ETF Holding Summary
As of 2025-03-31, Tiller Private Wealth, Inc. held 103,488.00 shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $5.33 Mil. This investment constitutes 2.22% of their stock portfolio, and Tiller Private Wealth, Inc. now holds 0.05% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.
The initial trade took place in 2025Q1. And since then Tiller Private Wealth, Inc. has made 1 purchases of DFAT, at an average price of $55.03, for a total of 103,488.00 shares. Based on historical transaction data and DFAT's current price of $55.88, Tiller Private Wealth, Inc.'s estimated gain on his DFAT holdings is $87,964.80, reflecting a 1.54% gain to date.
Tiller Private Wealth, Inc. DFAT ($55.88) Holding Chart
Tiller Private Wealth, Inc. DFAT ($55.88) 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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