BetterWealth, LLC DFSV Holdings History
BetterWealth, LLC's Dimensional US Small Cap Value ETF Holding Summary
As of 2025-06-30, BetterWealth, LLC held 112,752.00 shares of Dimensional US Small Cap Value ETF(DFSV), totaling $3.32 Mil. This investment constitutes 0.85% of their stock portfolio, and BetterWealth, LLC now holds 0.07% of the outstanding Dimensional US Small Cap Value ETF(DFSV) stock.
The initial trade took place in 2022Q2. And since then BetterWealth, LLC has made 8 purchases of DFSV, at an average price of $24.77, for a total of 634,438.00 shares. In addition, there have been 5 sales at an average price of $31.25 for 521,686.00 shares. Based on historical transaction data and DFSV's current price of $30.36, BetterWealth, LLC's estimated gain on his DFSV holdings is $4.01 Mil, reflecting a 25.49% gain to date.
BetterWealth, LLC DFSV ($30.36) Holding Chart
BetterWealth, 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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