Strathmore Capital Advisors, Inc. DFSV Holdings History
Strathmore Capital Advisors, Inc.'s Dimensional US Small Cap Value ETF Holding Summary
As of 2025-06-30, Strathmore Capital Advisors, Inc. held 123,604.00 shares of Dimensional US Small Cap Value ETF(DFSV), totaling $3.81 Mil. This investment constitutes 1.68% of their stock portfolio, and Strathmore Capital Advisors, Inc. now holds 0.08% of the outstanding Dimensional US Small Cap Value ETF(DFSV) stock.
The initial trade took place in 2024Q4. And since then Strathmore Capital Advisors, Inc. has made 1 purchases of DFSV, at an average price of $31.30, for a total of 123,604.00 shares. Based on historical transaction data and DFSV's current price of $30.79, Strathmore Capital Advisors, Inc.'s estimated gain on his DFSV holdings is $-63,071.42, reflecting a -1.63% gain to date.
Strathmore Capital Advisors, Inc. DFSV ($30.79) Holding Chart
Strathmore Capital Advisors, Inc. DFSV ($30.79) 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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