Abel Hall, LLC DFSV Holdings History

Number of Shares
289,404.00
Current Holdings Value*
$8.15 Mil
% of Portfolio
4.92%
Total Estimate Gain
$1.08 Mil
% of Total Estimate Gain
14.05%

Abel Hall, LLC's Dimensional US Small Cap Value ETF Holding Summary

As of 2025-03-31, Abel Hall, LLC held 289,404.00 shares of Dimensional US Small Cap Value ETF(DFSV), totaling $8.15 Mil. This investment constitutes 4.92% of their stock portfolio, and Abel Hall, LLC now holds 0.18% of the outstanding Dimensional US Small Cap Value ETF(DFSV) stock.

The initial trade took place in 2023Q4. And since then Abel Hall, LLC has made 4 purchases of DFSV, at an average price of $26.62, for a total of 289,799.00 shares. In addition, there have been 1 sales at an average price of $31.68 for 395.00 shares. Based on historical transaction data and DFSV's current price of $30.36, Abel Hall, LLC's estimated gain on his DFSV holdings is $1.08 Mil, reflecting a 14.05% gain to date.

Abel Hall, LLC DFSV ($30.36) Holding Chart

Abel Hall, LLC DFSV ($30.36) 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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