Number of Shares
25,557.00
Current Holdings Value*
$719,430.00
% of Portfolio
0.4%
Total Estimate Gain
$14,823.06
% of Total Estimate Gain
1.92%

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 $30.84, Lindenwold Advisors, INC's estimated gain on his DFSV holdings is $14,823.06, reflecting a 1.92% gain to date.

Lindenwold Advisors, INC DFSV ($30.84) Holding Chart

Lindenwold Advisors, INC DFSV ($30.84) 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 %

Top Ranked Articles

  • 1