Simplicity Wealth,Llc Dimensional ETF Tr U S Core Eq Transaction History
Simplicity Wealth,Llc
- $461 Million
- Q4 2024
A detailed history of Simplicity Wealth,Llc transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Simplicity Wealth,Llc holds 16,291 shares of DFAC stock, worth $534,507. This represents 0.12% of its overall portfolio holdings.
Number of Shares
16,291
Previous 526,246
96.9%
Holding current value
$534,507
Previous $18 Million
96.88%
% of portfolio
0.12%
Previous 1.74%
Shares
4 transactions
Others Institutions Holding DFAC
# of Institutions
1,062Shares Held
799MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.88 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.53 Billion3.97% of portfolio
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Forum Financial Management, LP Lombard, IL37.6MShares$1.23 Billion25.73% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.22 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$596 Million0.26% of portfolio