Wealth Dimensions Group, Ltd. DFSV Holdings History
Wealth Dimensions Group, Ltd.'s Dimensional US Small Cap Value ETF Holding Summary
As of 2025-03-31, Wealth Dimensions Group, Ltd. held 437,060.00 shares of Dimensional US Small Cap Value ETF(DFSV), totaling $12.30 Mil. This investment constitutes 2.94% of their stock portfolio, and Wealth Dimensions Group, Ltd. now holds 0.28% of the outstanding Dimensional US Small Cap Value ETF(DFSV) stock.
The initial trade took place in 2022Q4. And since then Wealth Dimensions Group, Ltd. has made 10 purchases of DFSV, at an average price of $27.65, for a total of 437,060.00 shares. Based on historical transaction data and DFSV's current price of $29.54, Wealth Dimensions Group, Ltd.'s estimated gain on his DFSV holdings is $826,331.88, reflecting a 6.84% gain to date.
Wealth Dimensions Group, Ltd. DFSV ($29.54) Holding Chart
Wealth Dimensions Group, Ltd. DFSV ($29.54) 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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