Waterway Wealth Management, LLC DFSV Holdings History
Waterway Wealth Management, LLC's Dimensional US Small Cap Value ETF Holding Summary
As of 2025-03-31, Waterway Wealth Management, LLC held 478,518.00 shares of Dimensional US Small Cap Value ETF(DFSV), totaling $13.47 Mil. This investment constitutes 5.61% of their stock portfolio, and Waterway Wealth Management, LLC now holds 0.3% of the outstanding Dimensional US Small Cap Value ETF(DFSV) stock.
The initial trade took place in 2023Q4. And since then Waterway Wealth Management, LLC has made 4 purchases of DFSV, at an average price of $26.25, for a total of 500,196.00 shares. In addition, there have been 1 sales at an average price of $29.02 for 21,678.00 shares. Based on historical transaction data and DFSV's current price of $30.69, Waterway Wealth Management, LLC's estimated gain on his DFSV holdings is $2.18 Mil, reflecting a 16.64% gain to date.
Waterway Wealth Management, LLC DFSV ($30.69) Holding Chart
Waterway Wealth Management, LLC DFSV ($30.69) 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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