Rockbridge Investment Management, LCC's ownership history for DFSV

Rockbridge Investment Management, LCC currently holds 6.7K shares with a market value of $236.4K. It started holding DFSV on 2024-12-31. At its peak, it held 6.7K shares on 2024-12-31. Its highest holding value was $236.4K on 2026-03-31. At its lowest, it held 6.7K shares on 2024-12-31, with a value of $207.7K on 2024-12-31. In the recent 180 days, Rockbridge Investment Management, LCC has increased its shares by 0.