Number of Shares
116,786.00
Current Holdings Value*
$3.29 Mil
% of Portfolio
2.55%
Total Estimate Gain
$578,745.45
% of Total Estimate Gain
16.44%

Cravens & Co Advisors, LLC's Dimensional US Small Cap Value ETF Holding Summary

As of 2025-03-31, Cravens & Co Advisors, LLC held 116,786.00 shares of Dimensional US Small Cap Value ETF(DFSV), totaling $3.29 Mil. This investment constitutes 2.55% of their stock portfolio, and Cravens & Co Advisors, LLC now holds 0.07% of the outstanding Dimensional US Small Cap Value ETF(DFSV) stock.

The initial trade took place in 2022Q4. And since then Cravens & Co Advisors, LLC has made 5 purchases of DFSV, at an average price of $25.31, for a total of 139,057.00 shares. In addition, there have been 4 sales at an average price of $24.83 for 22,271.00 shares. Based on historical transaction data and DFSV's current price of $30.36, Cravens & Co Advisors, LLC's estimated gain on his DFSV holdings is $578,745.45, reflecting a 16.44% gain to date.

Cravens & Co Advisors, LLC DFSV ($30.36) Holding Chart

Cravens & Co Advisors, 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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