Simplicity Wealth,Llc Dimensional ETF Tr Us Marketwi Transaction History

Simplicity Wealth,Llc

  • $461 Million
  • Q4 2024

A detailed history of Simplicity Wealth,Llc transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Simplicity Wealth,Llc holds 5,568 shares of DFUV stock, worth $224,167. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,568
Previous 122,852 95.47%
Holding current value
$224,167
Previous $5.12 Million 95.57%
% of portfolio
0.05%
Previous 0.49%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
SELL
$40.38 - $44.35 $4.74 Million - $5.2 Million
-117,284 Reduced 95.47%
5,568 $227,000
Q3 2024

Oct 09, 2024
BUY
$38.51 - $41.69 $540,680 - $585,327
14,040 Added 12.9%
122,852 $5.12 Million
Q2 2024

Jul 10, 2024
BUY
$38.53 - $40.76 $4.19 Million - $4.44 Million
108,812 New
108,812 $4.27 Million

Others Institutions Holding DFUV

# of Institutions
704
Shares Held
275M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR US MARKETWI

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