Number of Shares
301,555.00
Current Holdings Value*
$8.49 Mil
% of Portfolio
3.75%
Total Estimate Gain
$-237,315.30
% of Total Estimate Gain
-2.51%

Timonier Family Office, LTD.'s Dimensional US Small Cap Value ETF Holding Summary

As of 2025-03-31, Timonier Family Office, LTD. held 301,555.00 shares of Dimensional US Small Cap Value ETF(DFSV), totaling $8.49 Mil. This investment constitutes 3.75% of their stock portfolio, and Timonier Family Office, LTD. now holds 0.2% of the outstanding Dimensional US Small Cap Value ETF(DFSV) stock.

The initial trade took place in 2024Q4. And since then Timonier Family Office, LTD. has made 1 purchases of DFSV, at an average price of $31.33, for a total of 301,555.00 shares. Based on historical transaction data and DFSV's current price of $30.54, Timonier Family Office, LTD.'s estimated gain on his DFSV holdings is $-237,315.30, reflecting a -2.51% gain to date.

Timonier Family Office, LTD. DFSV ($30.54) Holding Chart

Timonier Family Office, LTD. DFSV ($30.54) 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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