Equita Financial Network, Inc. DFSV Holdings History
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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