Lindenwold Advisors, INC DFSV Holdings History
Number of Shares
25,557.00
Current Holdings Value*
$719,430.00
% of Portfolio
0.4%
Total Estimate Gain
$12,011.79
% of Total Estimate Gain
1.55%
Lindenwold Advisors, INC's Dimensional US Small Cap Value ETF Holding Summary
As of 2025-03-31, Lindenwold Advisors, INC held 25,557.00 shares of Dimensional US Small Cap Value ETF(DFSV), totaling $719,430.00. This investment constitutes 0.4% of their stock portfolio, and Lindenwold Advisors, INC now holds 0.02% of the outstanding Dimensional US Small Cap Value ETF(DFSV) stock.
The initial trade took place in 2025Q1. And since then Lindenwold Advisors, INC has made 1 purchases of DFSV, at an average price of $30.26, for a total of 25,557.00 shares. Based on historical transaction data and DFSV's current price of $30.73, Lindenwold Advisors, INC's estimated gain on his DFSV holdings is $12,011.79, reflecting a 1.55% gain to date.
Lindenwold Advisors, INC DFSV ($30.73) Holding Chart
Lindenwold Advisors, INC DFSV ($30.73) 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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