Simplicity Wealth,Llc Dimensional ETF Tr Dimensional Transaction History

Simplicity Wealth,Llc

  • $461 Million
  • Q4 2024

A detailed history of Simplicity Wealth,Llc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Simplicity Wealth,Llc holds 19,050 shares of DFSV stock, worth $532,638. This represents 0.13% of its overall portfolio holdings.

Number of Shares
19,050
Previous 21,429 11.1%
Holding current value
$532,638
Previous $660,000 11.21%
% of portfolio
0.13%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
416
Shares Held
109M
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
Track This Portfolio

Track Simplicity Wealth,Llc Portfolio

Follow Simplicity Wealth,Llc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Simplicity Wealth,Llc, based on Form 13F filings with the SEC.

News

Stay updated on Simplicity Wealth,Llc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email