WPWealth LLP DFAT Holdings History
WPWealth LLP's Dimensional U.S. Targeted Value ETF Holding Summary
As of 2024-12-31, WPWealth LLP held 487,367.00 shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $27.13 Mil. This investment constitutes 5.54% of their stock portfolio, and WPWealth LLP now holds 0.25% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.
The initial trade took place in 2022Q4. And since then WPWealth LLP has made 8 purchases of DFAT, at an average price of $46.80, for a total of 487,367.00 shares. Based on historical transaction data and DFAT's current price of $55.50, WPWealth LLP's estimated gain on his DFAT holdings is $4.24 Mil, reflecting a 18.59% gain to date.
WPWealth LLP DFAT ($55.50) Holding Chart
WPWealth LLP DFAT ($55.50) 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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