Number of Shares
869,993.00
Current Holdings Value*
$24.49 Mil
% of Portfolio
8.56%
Total Estimate Gain
$1.70 Mil
% of Total Estimate Gain
6.90%

Equita Financial Network, Inc.'s Dimensional US Small Cap Value ETF Holding Summary

As of 2025-03-31, Equita Financial Network, Inc. held 869,993.00 shares of Dimensional US Small Cap Value ETF(DFSV), totaling $24.49 Mil. This investment constitutes 8.56% of their stock portfolio, and Equita Financial Network, Inc. now holds 0.57% of the outstanding Dimensional US Small Cap Value ETF(DFSV) stock.

The initial trade took place in 2023Q3. And since then Equita Financial Network, Inc. has made 6 purchases of DFSV, at an average price of $28.31, for a total of 869,993.00 shares. Based on historical transaction data and DFSV's current price of $30.26, Equita Financial Network, Inc.'s estimated gain on his DFSV holdings is $1.70 Mil, reflecting a 6.90% gain to date.

Equita Financial Network, Inc. DFSV ($30.26) Holding Chart

Equita Financial Network, Inc. DFSV ($30.26) 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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