True Wealth Design, LLC DFAT Holdings History
True Wealth Design, LLC's Dimensional U.S. Targeted Value ETF Holding Summary
As of 2025-03-31, True Wealth Design, LLC held 52,919.00 shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $2.72 Mil. This investment constitutes 1.04% of their stock portfolio, and True Wealth Design, LLC now holds 0.03% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.
The initial trade took place in 2022Q4. In addition, there have been 9 sales at an average price of $50.78 for 43,508.00 shares. Based on historical transaction data and DFAT's current price of $55.27, True Wealth Design, LLC's estimated gain on his DFAT holdings is $913,572.56, reflecting a 21.65% gain to date.
True Wealth Design, LLC DFAT ($55.27) Holding Chart
True Wealth Design, LLC DFAT ($55.27) 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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