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 52,981 shares of DISV stock, worth $1.4 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
52,981
Previous 229,752 76.94%
Holding current value
$1.4 Million
Previous $6.18 Million 75.11%
% of portfolio
0.15%
Previous 0.14%

Shares

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

Oct 09, 2024
SELL
$26.06 - $29.18 $4.61 Million - $5.16 Million
-176,771 Reduced 76.94%
52,981 $1.54 Million
Q2 2024

Jul 10, 2024
BUY
$26.23 - $28.56 $6.03 Million - $6.56 Million
229,752 New
229,752 $6.18 Million

Others Institutions Holding DISV

# of Institutions
274
Shares Held
60.7M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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