Simplicity Wealth,Llc DIMENSIONAL ETF TRUST Transaction History

Simplicity Wealth,Llc

  • $2.26 Billion
  • Q2 2025
Number of Shares
20,990
Previous 26,623 21.16%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
SELL
N/A
-5,633 Reduced 21.16%
20,990 $0
Q1 2025

Apr 14, 2025
BUY
N/A
26,623 New
26,623 $0
Q3 2024

Oct 09, 2024
SELL
N/A
-470,402 Reduced 93.35%
33,515 $0
Q2 2024

Jul 10, 2024
BUY
N/A
503,917 New
503,917 $0
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