Index Fund Advisors, Inc. DFSV Holdings History
Index Fund Advisors, Inc.'s Dimensional US Small Cap Value ETF Holding Summary
As of 2025-03-31, Index Fund Advisors, Inc. held 1.96 Mil shares of Dimensional US Small Cap Value ETF(DFSV), totaling $55.09 Mil. This investment constitutes 3.41% of their stock portfolio, and Index Fund Advisors, Inc. now holds 1.23% of the outstanding Dimensional US Small Cap Value ETF(DFSV) stock.
The initial trade took place in 2022Q1. And since then Index Fund Advisors, Inc. has made 13 purchases of DFSV, at an average price of $26.68, for a total of 1.96 Mil shares. Based on historical transaction data and DFSV's current price of $30.49, Index Fund Advisors, Inc.'s estimated gain on his DFSV holdings is $7.47 Mil, reflecting a 14.30% gain to date.
Index Fund Advisors, Inc. DFSV ($30.49) Holding Chart
Index Fund Advisors, Inc. DFSV ($30.49) 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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