Equius Partners, Inc. DFSV Holdings History
Equius Partners, Inc.'s Dimensional US Small Cap Value ETF Holding Summary
As of 2022-12-31, Equius Partners, Inc. held 173,454.00 shares of Dimensional US Small Cap Value ETF(DFSV), totaling $4.30 Mil. This investment constitutes 1.33% of their stock portfolio, and Equius Partners, Inc. now holds 0.39% of the outstanding Dimensional US Small Cap Value ETF(DFSV) stock.
The initial trade took place in 2022Q1. And since then Equius Partners, Inc. has made 4 purchases of DFSV, at an average price of $24.59, for a total of 173,454.00 shares. Based on historical transaction data and DFSV's current price of $31.17, Equius Partners, Inc.'s estimated gain on his DFSV holdings is $1.14 Mil, reflecting a 26.76% gain to date.
Equius Partners, Inc. DFSV ($31.17) Holding Chart
Equius Partners, Inc. DFSV ($31.17) 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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