Simplicity Wealth,Llc Dimensional ETF Tr Transaction History

Simplicity Wealth,Llc

  • $1.2 Billion
  • Q1 2025

A detailed history of Simplicity Wealth,Llc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Simplicity Wealth,Llc holds 12,868 shares of DFIV stock, worth $510,473. This represents 0.04% of its overall portfolio holdings.

Number of Shares
12,868
Previous 8,305 54.94%
Holding current value
$510,473
Previous $294,000 73.47%
% of portfolio
0.04%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
636
Shares Held
214M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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