Simplicity Wealth,LLC's ownership history for DFIV

Simplicity Wealth,LLC currently holds 12.5K shares with a market value of $577.4K. It started holding DFIV on 2024-09-30. At its peak, it held 25.9K shares on 2025-06-30. Its highest holding value was $1.1M on 2025-06-30. At its lowest, it held 8.3K shares on 2024-12-31, with a value of $294.7K on 2024-12-31. In the recent 180 days, Simplicity Wealth,LLC has decreased its shares by 349. In the recent year, Simplicity Wealth,LLC has decreased its shares by 5.6K.