Rather & Kittrell, Inc. DFSV Holdings History
Rather & Kittrell, Inc.'s Dimensional US Small Cap Value ETF Holding Summary
As of 2025-03-31, Rather & Kittrell, Inc. held 519,066.00 shares of Dimensional US Small Cap Value ETF(DFSV), totaling $14.61 Mil. This investment constitutes 3.17% of their stock portfolio, and Rather & Kittrell, Inc. now holds 0.33% of the outstanding Dimensional US Small Cap Value ETF(DFSV) stock.
The initial trade took place in 2022Q2. And since then Rather & Kittrell, Inc. has made 12 purchases of DFSV, at an average price of $27.38, for a total of 519,066.00 shares. Based on historical transaction data and DFSV's current price of $30.33, Rather & Kittrell, Inc.'s estimated gain on his DFSV holdings is $1.53 Mil, reflecting a 10.77% gain to date.
Rather & Kittrell, Inc. DFSV ($30.33) Holding Chart
Rather & Kittrell, Inc. DFSV ($30.33) 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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