Simplicity Wealth,Llc Dimensional ETF Tr Us Marketwi Transaction History

Simplicity Wealth,Llc

$2.26 Billion
Q2 2025

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 234,898 shares of DFUV stock, worth $10.5 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares

234,898

Previous 117,016 100.74%

Holding current value

$10.5 Million

Previous $4.78 Million 107.59%

% of portfolio

0.44%

Previous 0.4%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	BUY	$36.25 - $42.28 $4.27 Million - $4.98 Million	117,882 Added 100.74%	234,898 $9.93 Million
Q1 2025 Apr 14, 2025	BUY	$39.96 - $43.3 $4.45 Million - $4.83 Million	111,448 Added 2001.58%	117,016 $4.78 Million
Q4 2024 Feb 07, 2025	SELL	$40.38 - $44.35 $4.74 Million - $5.2 Million	-117,284 Reduced 95.47%	5,568 $227,000
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

750

Shares Held

277M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

More about DFUV

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Simplicity Wealth,Llc Dimensional ETF Tr Us Marketwi Transaction History