Number of Shares
287,665.00
Current Holdings Value*
$8.47 Mil
% of Portfolio
2.7%
Total Estimate Gain
$651,737.82
% of Total Estimate Gain
7.85%

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 $31.12, BOS Asset Management, LLC's estimated gain on his DFSV holdings is $651,737.82, reflecting a 7.85% gain to date.

BOS Asset Management, LLC DFSV ($31.12) Holding Chart

BOS Asset Management, LLC DFSV ($31.12) 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