Safeguard Investment Advisory Group, LLC DFSV Holdings History
Safeguard Investment Advisory Group, LLC's Dimensional US Small Cap Value ETF Holding Summary
As of 2025-03-31, Safeguard Investment Advisory Group, LLC held 750,368.00 shares of Dimensional US Small Cap Value ETF(DFSV), totaling $21.12 Mil. This investment constitutes 5.74% of their stock portfolio, and Safeguard Investment Advisory Group, LLC now holds 0.47% of the outstanding Dimensional US Small Cap Value ETF(DFSV) stock.
The initial trade took place in 2023Q1. And since then Safeguard Investment Advisory Group, LLC has made 9 purchases of DFSV, at an average price of $26.97, for a total of 750,368.00 shares. Based on historical transaction data and DFSV's current price of $30.80, Safeguard Investment Advisory Group, LLC's estimated gain on his DFSV holdings is $2.87 Mil, reflecting a 14.20% gain to date.
Safeguard Investment Advisory Group, LLC DFSV ($30.80) Holding Chart
Safeguard Investment Advisory Group, LLC DFSV ($30.80) 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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