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 $5.06 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
122,852
Previous 108,812 12.9%
Holding current value
$5.06 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
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