A detailed history of Simplicity Wealth,Llc transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Simplicity Wealth,Llc holds 526,246 shares of DFAC stock, worth $18.3 Million. This represents 1.74% of its overall portfolio holdings.

Number of Shares
526,246
Previous 1,042,340 49.51%
Holding current value
$18.3 Million
Previous $33.6 Million 46.31%
% of portfolio
1.74%
Previous 0.78%

Shares

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

Oct 09, 2024

SELL
$31.05 - $34.29 $16 Million - $17.7 Million
-516,094 Reduced 49.51%
526,246 $18 Million
Q2 2024

Jul 10, 2024

BUY
$30.09 - $32.37 $30.8 Million - $33.2 Million
1,024,248 Added 5661.33%
1,042,340 $33.6 Million
Q1 2024

Apr 24, 2024

BUY
$28.62 - $31.95 $517,793 - $578,039
18,092 New
18,092 $578,000

Others Institutions Holding DFAC

About DIMENSIONAL ETF TR U S CORE EQ


  • Ticker DFAC
  • Sector ETFs
  • Industry ETFs
More about DFAC
Track This Portfolio

Track Simplicity Wealth,Llc Portfolio

Follow Simplicity Wealth,Llc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Simplicity Wealth,Llc, based on Form 13F filings with the SEC.

News

Stay updated on Simplicity Wealth,Llc with notifications on news.