RCS Financial Planning, LLC DFSV Holdings History
RCS Financial Planning, LLC's Dimensional US Small Cap Value ETF Holding Summary
As of 2025-03-31, RCS Financial Planning, LLC held 301,834.00 shares of Dimensional US Small Cap Value ETF(DFSV), totaling $8.50 Mil. This investment constitutes 4.48% of their stock portfolio, and RCS Financial Planning, LLC now holds 0.2% of the outstanding Dimensional US Small Cap Value ETF(DFSV) stock.
The initial trade took place in 2022Q4. And since then RCS Financial Planning, LLC has made 9 purchases of DFSV, at an average price of $25.97, for a total of 301,834.00 shares. Based on historical transaction data and DFSV's current price of $30.36, RCS Financial Planning, LLC's estimated gain on his DFSV holdings is $1.33 Mil, reflecting a 16.91% gain to date.
RCS Financial Planning, LLC DFSV ($30.36) Holding Chart
RCS Financial Planning, LLC DFSV ($30.36) 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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