WILLNER & HELLER, LLC DFAT Holdings History
WILLNER & HELLER, LLC's Dimensional U.S. Targeted Value ETF Holding Summary
As of 2025-03-31, WILLNER & HELLER, LLC held 10,024.00 shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $516,130.00. This investment constitutes 0.48% of their stock portfolio, and WILLNER & HELLER, LLC now holds 0.01% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.
The initial trade took place in 2025Q1. And since then WILLNER & HELLER, LLC has made 1 purchases of DFAT, at an average price of $55.03, for a total of 10,024.00 shares. Based on historical transaction data and DFAT's current price of $56.06, WILLNER & HELLER, LLC's estimated gain on his DFAT holdings is $10,324.72, reflecting a 1.87% gain to date.
WILLNER & HELLER, LLC DFAT ($56.06) Holding Chart
WILLNER & HELLER, LLC DFAT ($56.06) 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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