Clarity Wealth Development LLC DFSV Holdings History
Clarity Wealth Development LLC's Dimensional US Small Cap Value ETF Holding Summary
As of 2025-03-31, Clarity Wealth Development LLC held 363,762.00 shares of Dimensional US Small Cap Value ETF(DFSV), totaling $9.66 Mil. This investment constitutes 10.78% of their stock portfolio, and Clarity Wealth Development LLC now holds 0.23% of the outstanding Dimensional US Small Cap Value ETF(DFSV) stock.
The initial trade took place in 2024Q4. And since then Clarity Wealth Development LLC has made 1 purchases of DFSV, at an average price of $31.56, for a total of 363,762.00 shares. Based on historical transaction data and DFSV's current price of $30.80, Clarity Wealth Development LLC's estimated gain on his DFSV holdings is $-275,407.54, reflecting a -2.40% gain to date.
Clarity Wealth Development LLC DFSV ($30.80) Holding Chart
Clarity Wealth Development 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 % | |||
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