RITHOLTZ WEALTH MANAGEMENT DFSV Holdings History
RITHOLTZ WEALTH MANAGEMENT's Dimensional US Small Cap Value ETF Holding Summary
As of 2025-03-31, RITHOLTZ WEALTH MANAGEMENT held 2.45 Mil shares of Dimensional US Small Cap Value ETF(DFSV), totaling $69.02 Mil. This investment constitutes 2.06% of their stock portfolio, and RITHOLTZ WEALTH MANAGEMENT now holds 1.61% of the outstanding Dimensional US Small Cap Value ETF(DFSV) stock.
The initial trade took place in 2022Q4. And since then RITHOLTZ WEALTH MANAGEMENT has made 10 purchases of DFSV, at an average price of $26.10, for a total of 2.45 Mil shares. Based on historical transaction data and DFSV's current price of $30.01, RITHOLTZ WEALTH MANAGEMENT's estimated gain on his DFSV holdings is $9.58 Mil, reflecting a 14.98% gain to date.
RITHOLTZ WEALTH MANAGEMENT DFSV ($30.01) Holding Chart
RITHOLTZ WEALTH MANAGEMENT DFSV ($30.01) 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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