Team Hewins, LLC DFSV Holdings History

Number of Shares
77,810.00
Current Holdings Value*
$2.19 Mil
% of Portfolio
0.85%
Total Estimate Gain
$172,792.85
% of Total Estimate Gain
4.45%

Team Hewins, LLC's Dimensional US Small Cap Value ETF Holding Summary

As of 2025-03-31, Team Hewins, LLC held 77,810.00 shares of Dimensional US Small Cap Value ETF(DFSV), totaling $2.19 Mil. This investment constitutes 0.85% of their stock portfolio, and Team Hewins, LLC now holds 0.05% of the outstanding Dimensional US Small Cap Value ETF(DFSV) stock.

The initial trade took place in 2022Q4. And since then Team Hewins, LLC has made 3 purchases of DFSV, at an average price of $27.64, for a total of 140,432.00 shares. In addition, there have been 6 sales at an average price of $26.02 for 62,622.00 shares. Based on historical transaction data and DFSV's current price of $31.17, Team Hewins, LLC's estimated gain on his DFSV holdings is $172,792.85, reflecting a 4.45% gain to date.

Team Hewins, LLC DFSV ($31.17) Holding Chart

Team Hewins, LLC DFSV ($31.17) 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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