Simplicity Wealth,Llc Dimensional ETF Tr U S Equity Transaction History

Simplicity Wealth,Llc

$461 Million
Q4 2024

A detailed history of Simplicity Wealth,Llc transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Simplicity Wealth,Llc holds 4,056 shares of DFUS stock, worth $267,574. This represents 0.06% of its overall portfolio holdings.

Number of Shares

4,056

Previous 30,276 86.6%

Holding current value

$267,574

Previous $1.88 Million 86.3%

% of portfolio

0.06%

Previous 0.18%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$61.52 - $66.5 $1.61 Million - $1.74 Million	-26,220 Reduced 86.6%	4,056 $258,000
Q3 2024 Oct 09, 2024	SELL	$56.04 - $62.2 $136,009 - $150,959	-2,427 Reduced 7.42%	30,276 $1.88 Million
Q2 2024 Jul 10, 2024	BUY	$53.83 - $59.14 $1 Million - $1.1 Million	18,584 Added 131.62%	32,703 $1.92 Million
Q1 2024 Apr 24, 2024	BUY	$50.79 - $56.98 $717,104 - $804,500	14,119 New	14,119 $804,000
Q3 2023 Oct 19, 2023	BUY	$46.29 - $49.87 $228,672 - $246,357	4,940 New	4,940 $229,000
Q4 2022 Feb 15, 2023	BUY	$38.86 - $44.32 $201,255 - $229,533	5,179 New	5,179 $215,000

Others Institutions Holding DFUS

# of Institutions

703

Shares Held

162M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

More about DFUS

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Simplicity Wealth,Llc Dimensional ETF Tr U S Equity Transaction History