Von Borstel & Associates, Inc. DFSV Holdings History
Number of Shares
726,377.00
Current Holdings Value*
$20.45 Mil
% of Portfolio
6.11%
Total Estimate Gain
$255,539.93
% of Total Estimate Gain
1.16%
von Borstel & Associates, Inc.'s Dimensional US Small Cap Value ETF Holding Summary
As of 2025-03-31, von Borstel & Associates, Inc. held 726,377.00 shares of Dimensional US Small Cap Value ETF(DFSV), totaling $20.45 Mil. This investment constitutes 6.11% of their stock portfolio, and von Borstel & Associates, Inc. now holds 0.46% of the outstanding Dimensional US Small Cap Value ETF(DFSV) stock.
The initial trade took place in 2024Q3. And since then von Borstel & Associates, Inc. has made 2 purchases of DFSV, at an average price of $30.44, for a total of 726,377.00 shares. Based on historical transaction data and DFSV's current price of $30.79, von Borstel & Associates, Inc.'s estimated gain on his DFSV holdings is $255,539.93, reflecting a 1.16% gain to date.
von Borstel & Associates, Inc. DFSV ($30.79) Holding Chart
von Borstel & Associates, Inc. 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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