COLLECTIVE FAMILY OFFICE LLC DFSV Holdings History
COLLECTIVE FAMILY OFFICE LLC's Dimensional US Small Cap Value ETF Holding Summary
As of 2025-06-30, COLLECTIVE FAMILY OFFICE LLC held 205,044.00 shares of Dimensional US Small Cap Value ETF(DFSV), totaling $6.03 Mil. This investment constitutes 1.55% of their stock portfolio, and COLLECTIVE FAMILY OFFICE LLC now holds 0.13% of the outstanding Dimensional US Small Cap Value ETF(DFSV) stock.
The initial trade took place in 2022Q3. And since then COLLECTIVE FAMILY OFFICE LLC has made 11 purchases of DFSV, at an average price of $27.69, for a total of 221,986.00 shares. In addition, there have been 1 sales at an average price of $24.73 for 16,942.00 shares. Based on historical transaction data and DFSV's current price of $30.49, COLLECTIVE FAMILY OFFICE LLC's estimated gain on his DFSV holdings is $523,608.90, reflecting a 8.52% gain to date.
COLLECTIVE FAMILY OFFICE LLC DFSV ($30.49) Holding Chart
COLLECTIVE FAMILY OFFICE LLC DFSV ($30.49) 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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