Number of Shares
103,488.00
Current Holdings Value*
$5.33 Mil
% of Portfolio
2.22%
Total Estimate Gain
$124,185.60
% of Total Estimate Gain
2.18%

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 $56.23, Tiller Private Wealth, Inc.'s estimated gain on his DFAT holdings is $124,185.60, reflecting a 2.18% gain to date.

Tiller Private Wealth, Inc. DFAT ($56.23) Holding Chart

Tiller Private Wealth, Inc. DFAT ($56.23) 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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