Pillar Financial Advisors, LLC DFSV Holdings History
Number of Shares
158,847.00
Current Holdings Value*
$4.67 Mil
% of Portfolio
3.23%
Total Estimate Gain
$-59,201.11
% of Total Estimate Gain
-1.20%
Pillar Financial Advisors, LLC's Dimensional US Small Cap Value ETF Holding Summary
As of 2025-06-30, Pillar Financial Advisors, LLC held 158,847.00 shares of Dimensional US Small Cap Value ETF(DFSV), totaling $4.67 Mil. This investment constitutes 3.23% of their stock portfolio, and Pillar Financial Advisors, LLC now holds 0.1% of the outstanding Dimensional US Small Cap Value ETF(DFSV) stock.
The initial trade took place in 2024Q4. And since then Pillar Financial Advisors, LLC has made 2 purchases of DFSV, at an average price of $31.06, for a total of 158,847.00 shares. Based on historical transaction data and DFSV's current price of $30.69, Pillar Financial Advisors, LLC's estimated gain on his DFSV holdings is $-59,201.11, reflecting a -1.20% gain to date.
Pillar Financial Advisors, LLC DFSV ($30.69) Holding Chart
Pillar Financial Advisors, 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 % |
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