Weinberger Asset Management, Inc DFAT Holdings History
Weinberger Asset Management, Inc's Dimensional U.S. Targeted Value ETF Holding Summary
As of 2025-06-30, Weinberger Asset Management, Inc held 65,144.00 shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $3.52 Mil. This investment constitutes 1.36% of their stock portfolio, and Weinberger Asset Management, Inc now holds 0.03% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.
The initial trade took place in 2022Q4. And since then Weinberger Asset Management, Inc has made 11 purchases of DFAT, at an average price of $49.67, for a total of 65,144.00 shares. Based on historical transaction data and DFAT's current price of $55.35, Weinberger Asset Management, Inc's estimated gain on his DFAT holdings is $370,280.43, reflecting a 11.44% gain to date.
Weinberger Asset Management, Inc DFAT ($55.35) Holding Chart
Weinberger Asset Management, Inc DFAT ($55.35) 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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