Simplicity Wealth,Llc Dimensional ETF Tr Us Marketwi Transaction History

Simplicity Wealth,Llc

  • $1.04 Billion
  • Q3 2024

A detailed history of Simplicity Wealth,Llc transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Simplicity Wealth,Llc holds 122,852 shares of DFUV stock, worth $5.28 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
122,852
Previous 108,812 12.9%
Holding current value
$5.28 Million
Previous $4.27 Million 19.85%
% of portfolio
0.49%
Previous 0.1%

Shares

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

Oct 09, 2024
BUY
$38.51 - $41.69 $540,680 - $585,327
14,040 Added 12.9%
122,852 $5.12 Million
Q2 2024

Jul 10, 2024
BUY
$38.53 - $40.76 $4.19 Million - $4.44 Million
108,812 New
108,812 $4.27 Million

Others Institutions Holding DFUV

# of Institutions
640
Shares Held
267M
Call Options Held
300
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR US MARKETWI

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