Simplicity Wealth,Llc Dimensional ETF Tr Transaction History

Simplicity Wealth,Llc

  • $461 Million
  • Q4 2024

A detailed history of Simplicity Wealth,Llc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Simplicity Wealth,Llc holds 8,305 shares of DFIV stock, worth $332,366. This represents 0.06% of its overall portfolio holdings.

Number of Shares
8,305
Previous 18,087 54.08%
Holding current value
$332,366
Previous $688,000 57.27%
% of portfolio
0.06%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
628
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
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