Ownership history in Simplicity Wealth,LLC · 8 quarters on record
This page tracks every 13F SEC filing in which Simplicity Wealth,LLC reported a position in DIMENSIONAL ETF TRUST (DFAC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 466,734 | -10,092 | -2.1% | 1.10% | $18.5M | $39.59 |
| 2025 Q3 | REDUCED | 476,826 | -374,590 | -44.0% | 1.06% | $18.4M | $38.48 |
| 2025 Q2 | ADDED | 851,416 | +300,878 | +54.7% | 1.27% | $30.5M | $35.66 |
| 2025 Q1 | ADDED | 550,538 | +534,247 | +3279.4% | 1.41% | $18.2M | $32.72 |
| 2024 Q4 | REDUCED | 16,291 | -509,955 | -96.9% | 0.12% | $564K | $34.23 |
| 2024 Q3 | REDUCED | 526,246 | -516,094 | -49.5% | 1.67% | $18.0M | $33.84 |
| 2024 Q2 | ADDED | 1,042,340 | +1,024,248 | +5661.3% | 0.76% | $33.6M | $31.72 |
| 2024 Q1 | INITIATED | 18,092 | — | — | 0.01% | $578K | — |
As of 2025 Q4 — sorted by position size