Simplicity Wealth,Llc Dimensional ETF Tr Dimensional Transaction History

Simplicity Wealth,Llc

  • $1.04 Billion
  • Q3 2024

A detailed history of Simplicity Wealth,Llc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Simplicity Wealth,Llc holds 21,429 shares of DFSV stock, worth $702,656. This represents 0.06% of its overall portfolio holdings.

Number of Shares
21,429
Previous 18,254 17.39%
Holding current value
$702,656
Previous $525,000 25.71%
% of portfolio
0.06%
Previous 0.01%

Shares

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

Oct 09, 2024
BUY
$28.25 - $31.7 $89,693 - $100,647
3,175 Added 17.39%
21,429 $660,000
Q2 2024

Jul 10, 2024
BUY
$27.81 - $30.13 $472 - $512
17 Added 0.09%
18,254 $525,000
Q1 2024

Apr 24, 2024
BUY
$27.45 - $30.1 $500,605 - $548,933
18,237 New
18,237 $548,000

Others Institutions Holding DFSV

# of Institutions
340
Shares Held
95.2M
Call Options Held
10.1K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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