Simplicity Wealth,Llc Dimensional ETF Tr Transaction History

Simplicity Wealth,Llc

$2.26 Billion
Q2 2025

A detailed history of Simplicity Wealth,Llc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Simplicity Wealth,Llc holds 25,898 shares of DFIV stock, worth $1.2 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

25,898

Previous 12,868 101.26%

Holding current value

$1.2 Million

Previous $510,000 117.45%

% of portfolio

0.05%

Previous 0.04%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	BUY	$34.67 - $43.21 $451,750 - $563,026	13,030 Added 101.26%	25,898 $1.11 Million
Q1 2025 Apr 14, 2025	BUY	$35.33 - $40.77 $161,210 - $186,033	4,563 Added 54.94%	12,868 $510,000
Q4 2024 Feb 07, 2025	SELL	$34.86 - $37.97 $341,000 - $371,422	-9,782 Reduced 54.08%	8,305 $294,000
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

745

Shares Held

261M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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Simplicity Wealth,Llc Dimensional ETF Tr Transaction History