BOS Asset Management, LLC DFSV Holdings History
Number of Shares
287,665.00
Current Holdings Value*
$8.47 Mil
% of Portfolio
2.7%
Total Estimate Gain
$561,123.35
% of Total Estimate Gain
6.76%
BOS Asset Management, LLC's Dimensional US Small Cap Value ETF Holding Summary
As of 2025-06-30, BOS Asset Management, LLC held 287,665.00 shares of Dimensional US Small Cap Value ETF(DFSV), totaling $8.47 Mil. This investment constitutes 2.7% of their stock portfolio, and BOS Asset Management, LLC now holds 0.18% of the outstanding Dimensional US Small Cap Value ETF(DFSV) stock.
The initial trade took place in 2024Q1. And since then BOS Asset Management, LLC has made 6 purchases of DFSV, at an average price of $28.85, for a total of 287,665.00 shares. Based on historical transaction data and DFSV's current price of $30.80, BOS Asset Management, LLC's estimated gain on his DFSV holdings is $561,123.35, reflecting a 6.76% gain to date.
BOS Asset Management, LLC DFSV ($30.80) Holding Chart
BOS Asset Management, LLC DFSV ($30.80) 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 % |
Top Ranked Articles
- 1