Simplicity Wealth,Llc Dimensional ETF Tr Transaction History

Simplicity Wealth,Llc

$1.5 Billion
Q4 2025

A detailed history of Simplicity Wealth,Llc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Simplicity Wealth,Llc holds 66,300 shares of DFAX stock, worth $2.12 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

66,300

Previous 38,829 70.75%

Holding current value

$2.12 Million

Previous $1.22 Million 74.22%

% of portfolio

0.14%

Previous 0.08%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 30, 2026	BUY	$30.71 - $32.34 $843,634 - $888,412	27,471 Added 70.75%	66,300 $2.12 Million
Q3 2025 Oct 30, 2025	BUY	$29.25 - $31.56 $1.14 Million - $1.23 Million	38,829 New	38,829 $1.22 Million
Q1 2025 Apr 14, 2025	BUY	$24.45 - $27.2 $1.65 Million - $1.84 Million	67,474 New	67,474 $1.78 Million
Q3 2024 Oct 09, 2024	SELL	$24.29 - $27.25 $1.44 Million - $1.62 Million	-59,375 Reduced 85.59%	9,995 $269,000
Q2 2024 Jul 10, 2024	BUY	$24.57 - $26.36 $1.21 Million - $1.3 Million	49,406 Added 247.48%	69,370 $1.76 Million

Q1 2024 Apr 24, 2024	BUY	$23.42 - $25.45 $467,556 - $508,083	19,964 New	19,964 $507,000

Others Institutions Holding DFAX

# of Institutions

678

Shares Held

260M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAX

More about DFAX

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Simplicity Wealth,Llc Dimensional ETF Tr Transaction History