Number of Shares
7,547.00
Current Holdings Value*
$222,110.00
% of Portfolio
0.04%
Total Estimate Gain
$147,948.94
% of Total Estimate Gain
12.99%

Liberty Capital Management, Inc.'s Dimensional US Small Cap Value ETF Holding Summary

As of 2025-06-30, Liberty Capital Management, Inc. held 7,547.00 shares of Dimensional US Small Cap Value ETF(DFSV), totaling $222,110.00. This investment constitutes 0.04% of their stock portfolio, and Liberty Capital Management, Inc. now holds 0% of the outstanding Dimensional US Small Cap Value ETF(DFSV) stock.

The initial trade took place in 2022Q2. And since then Liberty Capital Management, Inc. has made 8 purchases of DFSV, at an average price of $24.93, for a total of 45,673.00 shares. In addition, there have been 1 sales at an average price of $27.70 for 38,126.00 shares. Based on historical transaction data and DFSV's current price of $30.53, Liberty Capital Management, Inc.'s estimated gain on his DFSV holdings is $147,948.94, reflecting a 12.99% gain to date.

Liberty Capital Management, Inc. DFSV ($30.53) Holding Chart

Liberty Capital Management, Inc. DFSV ($30.53) 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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