Advisory Services & Investments, LLC DFSV Holdings History
Advisory Services & Investments, LLC's Dimensional US Small Cap Value ETF Holding Summary
As of 2024-09-30, Advisory Services & Investments, LLC held 196,818.00 shares of Dimensional US Small Cap Value ETF(DFSV), totaling $6.06 Mil. This investment constitutes 4.13% of their stock portfolio, and Advisory Services & Investments, LLC now holds 0.15% of the outstanding Dimensional US Small Cap Value ETF(DFSV) stock.
The initial trade took place in 2022Q2. And since then Advisory Services & Investments, LLC has made 9 purchases of DFSV, at an average price of $24.67, for a total of 212,364.00 shares. In addition, there have been 1 sales at an average price of $29.97 for 15,546.00 shares. Based on historical transaction data and DFSV's current price of $31.17, Advisory Services & Investments, LLC's estimated gain on his DFSV holdings is $1.36 Mil, reflecting a 25.99% gain to date.
Advisory Services & Investments, LLC DFSV ($31.17) Holding Chart
Advisory Services & Investments, LLC DFSV ($31.17) 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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