Simplicity Wealth,Llc Dimensional ETF Tr Dimensional Transaction History

Simplicity Wealth,Llc

  • $2.26 Billion
  • Q2 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 194,428 shares of DFIC stock, worth $6.25 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
194,428
Previous 108,195 79.7%
Holding current value
$6.25 Million
Previous $3.03 Million 99.41%
% of portfolio
0.27%
Previous 0.25%

Shares

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

Jul 22, 2025
BUY
$24.94 - $31.15 $2.15 Million - $2.69 Million
86,233 Added 79.7%
194,428 $6.04 Million
Q1 2025

Apr 14, 2025
BUY
$25.54 - $28.79 $2.76 Million - $3.11 Million
108,195 New
108,195 $3.03 Million
Q3 2024

Oct 09, 2024
SELL
$25.36 - $28.37 $9.39 Million - $10.5 Million
-370,247 Reduced 74.42%
127,244 $3.58 Million
Q2 2024

Jul 10, 2024
BUY
$25.73 - $27.44 $12.8 Million - $13.7 Million
497,491 New
497,491 $13.1 Million
Q3 2023

Oct 19, 2023
BUY
$23.25 - $25.17 $276,442 - $299,271
11,890 New
11,890 $277,000

Others Institutions Holding DFIC

# of Institutions
513
Shares Held
296M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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