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

Simplicity Wealth,Llc

  • $1.04 Billion
  • Q3 2024

A detailed history of Simplicity Wealth,Llc transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Simplicity Wealth,Llc holds 84,476 shares of DFAT stock, worth $4.91 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
84,476
Previous 336,453 74.89%
Holding current value
$4.91 Million
Previous $17.5 Million 73.07%
% of portfolio
0.45%
Previous 0.4%

Shares

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

Oct 09, 2024
SELL
$51.0 - $57.07 $12.9 Million - $14.4 Million
-251,977 Reduced 74.89%
84,476 $4.7 Million
Q2 2024

Jul 10, 2024
BUY
$50.18 - $54.47 $16.9 Million - $18.3 Million
336,453 New
336,453 $17.5 Million

Others Institutions Holding DFAT

# of Institutions
666
Shares Held
156M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S TARGET

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