Retirement Solution LLC DFSV Holdings History
Retirement Solution LLC's Dimensional US Small Cap Value ETF Holding Summary
As of 2025-03-31, Retirement Solution LLC held 618,630.00 shares of Dimensional US Small Cap Value ETF(DFSV), totaling $17.41 Mil. This investment constitutes 4.79% of their stock portfolio, and Retirement Solution LLC now holds 0.41% of the outstanding Dimensional US Small Cap Value ETF(DFSV) stock.
The initial trade took place in 2023Q1. And since then Retirement Solution LLC has made 6 purchases of DFSV, at an average price of $26.16, for a total of 640,896.00 shares. In addition, there have been 3 sales at an average price of $30.53 for 22,266.00 shares. Based on historical transaction data and DFSV's current price of $30.55, Retirement Solution LLC's estimated gain on his DFSV holdings is $2.82 Mil, reflecting a 16.80% gain to date.
Retirement Solution LLC DFSV ($30.55) Holding Chart
Retirement Solution LLC DFSV ($30.55) 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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