Efficient Frontier Advisors LLC DFSV Holdings History
Efficient Frontier Advisors LLC's Dimensional US Small Cap Value ETF Holding Summary
As of 2025-06-30, Efficient Frontier Advisors LLC held 152,343.00 shares of Dimensional US Small Cap Value ETF(DFSV), totaling $4.48 Mil. This investment constitutes 2.85% of their stock portfolio, and Efficient Frontier Advisors LLC now holds 0.1% of the outstanding Dimensional US Small Cap Value ETF(DFSV) stock.
The initial trade took place in 2024Q2. And since then Efficient Frontier Advisors LLC has made 2 purchases of DFSV, at an average price of $28.99, for a total of 152,343.00 shares. Based on historical transaction data and DFSV's current price of $30.36, Efficient Frontier Advisors LLC's estimated gain on his DFSV holdings is $208,685.70, reflecting a 4.73% gain to date.
Efficient Frontier Advisors LLC DFSV ($30.36) Holding Chart
Efficient Frontier 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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