Simplicity Wealth,Llc Dimensional ETF Tr Short Durat Transaction History

Simplicity Wealth,Llc

$2.26 Billion
Q2 2025

A detailed history of Simplicity Wealth,Llc transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Simplicity Wealth,Llc holds 11,549 shares of DFSD stock, worth $554,005. This represents 0.02% of its overall portfolio holdings.

Number of Shares

11,549

Previous 116,297 90.07%

Holding current value

$554,005

Previous $5.53 Million 89.98%

% of portfolio

0.02%

Previous 0.46%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	SELL	$47.09 - $48.01 $4.93 Million - $5.03 Million	-104,748 Reduced 90.07%	11,549 $554,000
Q1 2025 Apr 14, 2025	BUY	$46.74 - $47.55 $4.3 Million - $4.38 Million	92,034 Added 379.32%	116,297 $5.53 Million
Q4 2024 Feb 07, 2025	SELL	$46.75 - $47.8 $33,753 - $34,511	-722 Reduced 2.89%	24,263 $1.14 Million
Q3 2024 Oct 09, 2024	SELL	$47.0 - $47.84 $2,632 - $2,679	-56 Reduced 0.22%	24,985 $1.19 Million
Q2 2024 Jul 10, 2024	BUY	$46.64 - $47.15 $119,258 - $120,562	2,557 Added 11.37%	25,041 $1.18 Million
Q1 2024 Apr 24, 2024	BUY	$46.78 - $47.19 $1.05 Million - $1.06 Million	22,484 New	22,484 $1.06 Million

Others Institutions Holding DFSD

# of Institutions

357

Shares Held

71M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

More about DFSD

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Simplicity Wealth,Llc Dimensional ETF Tr Short Durat Transaction History