Number of Shares
157,541.00
Current Holdings Value*
$8.11 Mil
% of Portfolio
4.55%
Total Estimate Gain
$1.95 Mil
% of Total Estimate Gain
25.97%

Vawter Financial, Ltd.'s Dimensional U.S. Targeted Value ETF Holding Summary

As of 2025-03-31, Vawter Financial, Ltd. held 157,541.00 shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $8.11 Mil. This investment constitutes 4.55% of their stock portfolio, and Vawter Financial, Ltd. now holds 0.08% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.

The initial trade took place in 2022Q4. And since then Vawter Financial, Ltd. has made 5 purchases of DFAT, at an average price of $44.35, for a total of 169,541.00 shares. In addition, there have been 4 sales at an average price of $55.35 for 12,000.00 shares. Based on historical transaction data and DFAT's current price of $55.90, Vawter Financial, Ltd.'s estimated gain on his DFAT holdings is $1.95 Mil, reflecting a 25.97% gain to date.

Vawter Financial, Ltd. DFAT ($55.90) Holding Chart

Vawter Financial, Ltd. DFAT ($55.90) 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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