Valued Wealth Advisors LLC DFSV Holdings History
Valued Wealth Advisors LLC's Dimensional US Small Cap Value ETF Holding Summary
As of 2025-03-31, Valued Wealth Advisors LLC held 21,095.00 shares of Dimensional US Small Cap Value ETF(DFSV), totaling $593,830.00. This investment constitutes 0.36% of their stock portfolio, and Valued Wealth Advisors LLC now holds 0.01% of the outstanding Dimensional US Small Cap Value ETF(DFSV) stock.
The initial trade took place in 2025Q1. And since then Valued Wealth Advisors LLC has made 1 purchases of DFSV, at an average price of $30.26, for a total of 21,095.00 shares. Based on historical transaction data and DFSV's current price of $28.93, Valued Wealth Advisors LLC's estimated gain on his DFSV holdings is $-28,056.35, reflecting a -4.40% gain to date.
Valued Wealth Advisors LLC DFSV ($28.93) Holding Chart
Valued Wealth Advisors LLC DFSV ($28.93) 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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