Simplicity Wealth,Llc Dimensional ETF Tr Dimensional Transaction History

Simplicity Wealth,Llc

  • $1.2 Billion
  • Q1 2025

A detailed history of Simplicity Wealth,Llc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Simplicity Wealth,Llc holds 8,644 shares of DFSV stock, worth $221,718. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,644
Previous 19,050 54.62%
Holding current value
$221,718
Previous $586,000 58.7%
% of portfolio
0.02%
Previous 0.13%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
SELL
$27.56 - $32.1 $286,789 - $334,032
-10,406 Reduced 54.62%
8,644 $242,000
Q4 2024

Feb 07, 2025
SELL
$30.18 - $33.87 $71,798 - $80,576
-2,379 Reduced 11.1%
19,050 $586,000
Q3 2024

Oct 09, 2024
BUY
$28.25 - $31.7 $89,693 - $100,647
3,175 Added 17.39%
21,429 $660,000
Q2 2024

Jul 10, 2024
BUY
$27.81 - $30.13 $472 - $512
17 Added 0.09%
18,254 $525,000
Q1 2024

Apr 24, 2024
BUY
$27.45 - $30.1 $500,605 - $548,933
18,237 New
18,237 $548,000

Others Institutions Holding DFSV

# of Institutions
418
Shares Held
111M
Call Options Held
600
Put Options Held
8.2K
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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