CLIENT 1ST ADVISORY GROUP, LLC DFSV Holdings History
CLIENT 1ST ADVISORY GROUP, LLC's Dimensional US Small Cap Value ETF Holding Summary
As of 2025-03-31, CLIENT 1ST ADVISORY GROUP, LLC held 83,605.00 shares of Dimensional US Small Cap Value ETF(DFSV), totaling $2.35 Mil. This investment constitutes 0.92% of their stock portfolio, and CLIENT 1ST ADVISORY GROUP, LLC now holds 0.05% of the outstanding Dimensional US Small Cap Value ETF(DFSV) stock.
The initial trade took place in 2024Q4. And since then CLIENT 1ST ADVISORY GROUP, LLC has made 2 purchases of DFSV, at an average price of $31.07, for a total of 83,605.00 shares. Based on historical transaction data and DFSV's current price of $30.39, CLIENT 1ST ADVISORY GROUP, LLC's estimated gain on his DFSV holdings is $-56,533.07, reflecting a -2.18% gain to date.
CLIENT 1ST ADVISORY GROUP, LLC DFSV ($30.39) Holding Chart
CLIENT 1ST ADVISORY GROUP, LLC DFSV ($30.39) 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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