Simplicity Wealth,Llc Dimensional ETF Tr Dimensional Transaction History

Simplicity Wealth,Llc

  • $1.59 Billion
  • Q3 2025

A detailed history of Simplicity Wealth,Llc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Simplicity Wealth,Llc holds 34,435 shares of DISV stock, worth $1.23 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
34,435
Previous 68,644 49.84%
Holding current value
$1.23 Million
Previous $2.26 Million 45.64%
% of portfolio
0.08%
Previous 0.1%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
SELL
$32.78 - $35.79 $1.12 Million - $1.22 Million
-34,209 Reduced 49.84%
34,435 $1.23 Million
Q2 2025

Jul 22, 2025
BUY
$25.93 - $32.91 $864,739 - $1.1 Million
33,349 Added 94.49%
68,644 $2.26 Million
Q1 2025

Apr 14, 2025
BUY
$26.09 - $30.21 $920,846 - $1.07 Million
35,295 New
35,295 $1.04 Million
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
377
Shares Held
81.3M
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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