Valued Wealth Advisors LLC DFAT Holdings History
Valued Wealth Advisors LLC's Dimensional U.S. Targeted Value ETF Holding Summary
As of 2025-03-31, Valued Wealth Advisors LLC held 78,403.00 shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $4.04 Mil. This investment constitutes 2.42% of their stock portfolio, and Valued Wealth Advisors LLC now holds 0.04% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.
The initial trade took place in 2023Q4. And since then Valued Wealth Advisors LLC has made 3 purchases of DFAT, at an average price of $46.96, for a total of 310,106.00 shares. In addition, there have been 2 sales at an average price of $51.50 for 231,703.00 shares. Based on historical transaction data and DFAT's current price of $52.99, Valued Wealth Advisors LLC's estimated gain on his DFAT holdings is $1.52 Mil, reflecting a 10.46% gain to date.
Valued Wealth Advisors LLC DFAT ($52.99) Holding Chart
Valued Wealth Advisors LLC DFAT ($52.99) 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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