Nalls Sherbakoff Group, LLC DFSV Holdings History
Nalls Sherbakoff Group, LLC's Dimensional US Small Cap Value ETF Holding Summary
As of 2023-12-31, Nalls Sherbakoff Group, LLC held 74,796.00 shares of Dimensional US Small Cap Value ETF(DFSV), totaling $2.18 Mil. This investment constitutes 1.94% of their stock portfolio, and Nalls Sherbakoff Group, LLC now holds -% of the outstanding Dimensional US Small Cap Value ETF(DFSV) stock.
The initial trade took place in 2023Q1. And since then Nalls Sherbakoff Group, LLC has made 4 purchases of DFSV, at an average price of $25.99, for a total of 74,796.00 shares. Based on historical transaction data and DFSV's current price of $30.69, Nalls Sherbakoff Group, LLC's estimated gain on his DFSV holdings is $351,342.19, reflecting a 18.07% gain to date.
Nalls Sherbakoff Group, LLC DFSV ($30.69) Holding Chart
Nalls Sherbakoff Group, LLC DFSV ($30.69) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
