TILIA FIDUCIARY PARTNERS, INC. DFSV Holdings History
TILIA FIDUCIARY PARTNERS, INC.'s Dimensional US Small Cap Value ETF Holding Summary
As of 2025-06-30, TILIA FIDUCIARY PARTNERS, INC. held 8,610.00 shares of Dimensional US Small Cap Value ETF(DFSV), totaling $253,380.00. This investment constitutes 0.15% of their stock portfolio, and TILIA FIDUCIARY PARTNERS, INC. now holds 0.01% of the outstanding Dimensional US Small Cap Value ETF(DFSV) stock.
The initial trade took place in 2025Q2. And since then TILIA FIDUCIARY PARTNERS, INC. has made 1 purchases of DFSV, at an average price of $27.70, for a total of 8,610.00 shares. Based on historical transaction data and DFSV's current price of $30.80, TILIA FIDUCIARY PARTNERS, INC.'s estimated gain on his DFSV holdings is $26,691.00, reflecting a 11.19% gain to date.
TILIA FIDUCIARY PARTNERS, INC. DFSV ($30.80) Holding Chart
TILIA FIDUCIARY PARTNERS, INC. 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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