Tumwater Wealth Management, LLC DFAT Holdings History
Tumwater Wealth Management, LLC's Dimensional U.S. Targeted Value ETF Holding Summary
As of 2025-03-31, Tumwater Wealth Management, LLC held 563,732.00 shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $29.03 Mil. This investment constitutes 15.14% of their stock portfolio, and Tumwater Wealth Management, LLC now holds 0.29% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.
The initial trade took place in 2024Q4. And since then Tumwater Wealth Management, LLC has made 1 purchases of DFAT, at an average price of $57.20, for a total of 563,732.00 shares. Based on historical transaction data and DFAT's current price of $55.74, Tumwater Wealth Management, LLC's estimated gain on his DFAT holdings is $-824,059.03, reflecting a -2.56% gain to date.
Tumwater Wealth Management, LLC DFAT ($55.74) Holding Chart
Tumwater Wealth Management, LLC DFAT ($55.74) 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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