Simplicity Wealth,Llc Dimensional ETF Tr U S Target Transaction History

Simplicity Wealth,Llc

  • $1.04 Billion
  • Q3 2024

A detailed history of Simplicity Wealth,Llc transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Simplicity Wealth,Llc holds 84,476 shares of DFAT stock, worth $4.9 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
84,476
Previous 336,453 74.89%
Holding current value
$4.9 Million
Previous $17.5 Million 73.07%
% of portfolio
0.45%
Previous 0.4%

Shares

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

Oct 09, 2024
SELL
$51.0 - $57.07 $12.9 Million - $14.4 Million
-251,977 Reduced 74.89%
84,476 $4.7 Million
Q2 2024

Jul 10, 2024
BUY
$50.18 - $54.47 $16.9 Million - $18.3 Million
336,453 New
336,453 $17.5 Million

Others Institutions Holding DFAT

# of Institutions
667
Shares Held
156M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S TARGET

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