Simplicity Wealth,Llc Dimensional ETF Tr Transaction History

Simplicity Wealth,Llc

  • $1.04 Billion
  • Q3 2024

A detailed history of Simplicity Wealth,Llc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Simplicity Wealth,Llc holds 18,087 shares of DFIV stock, worth $642,450. This represents 0.07% of its overall portfolio holdings.

Number of Shares
18,087
Previous 12,569 43.9%
Holding current value
$642,450
Previous $451,000 52.55%
% of portfolio
0.07%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024
BUY
$34.66 - $38.38 $191,253 - $211,780
5,518 Added 43.9%
18,087 $688,000
Q2 2024

Jul 10, 2024
BUY
$35.5 - $38.02 $250,310 - $268,079
7,051 Added 127.78%
12,569 $451,000
Q1 2024

Apr 24, 2024
BUY
$33.15 - $36.75 $182,921 - $202,786
5,518 New
5,518 $202,000

Others Institutions Holding DFIV

# of Institutions
559
Shares Held
193M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFIV Quotes by TradingView
  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
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