Total Wealth Planning, LLC DFSV Holdings History
Total Wealth Planning, LLC's Dimensional US Small Cap Value ETF Holding Summary
As of 2025-03-31, Total Wealth Planning, LLC held 408,451.00 shares of Dimensional US Small Cap Value ETF(DFSV), totaling $11.50 Mil. This investment constitutes 1.76% of their stock portfolio, and Total Wealth Planning, LLC now holds 0.27% of the outstanding Dimensional US Small Cap Value ETF(DFSV) stock.
The initial trade took place in 2022Q2. And since then Total Wealth Planning, LLC has made 12 purchases of DFSV, at an average price of $26.54, for a total of 408,451.00 shares. Based on historical transaction data and DFSV's current price of $30.79, Total Wealth Planning, LLC's estimated gain on his DFSV holdings is $1.74 Mil, reflecting a 16.03% gain to date.
Total Wealth Planning, LLC DFSV ($30.79) Holding Chart
Total Wealth Planning, LLC 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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