EQ WEALTH ADVISORS, LLC DFSV Holdings History
EQ WEALTH ADVISORS, LLC's Dimensional US Small Cap Value ETF Holding Summary
As of 2025-03-31, EQ WEALTH ADVISORS, LLC held 215,124.00 shares of Dimensional US Small Cap Value ETF(DFSV), totaling $6.06 Mil. This investment constitutes 4.82% of their stock portfolio, and EQ WEALTH ADVISORS, LLC now holds 0.14% of the outstanding Dimensional US Small Cap Value ETF(DFSV) stock.
The initial trade took place in 2024Q4. And since then EQ WEALTH ADVISORS, LLC has made 1 purchases of DFSV, at an average price of $31.44, for a total of 215,124.00 shares. Based on historical transaction data and DFSV's current price of $30.36, EQ WEALTH ADVISORS, LLC's estimated gain on his DFSV holdings is $-231,771.58, reflecting a -3.43% gain to date.
EQ WEALTH ADVISORS, LLC DFSV ($30.36) Holding Chart
EQ WEALTH 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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