Simplicity Wealth,Llc Dimensional ETF Tr U S Core Eq Transaction History
Simplicity Wealth,Llc
- $2.26 Billion
- Q2 2025
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 851,416 shares of DFAC stock, worth $32.7 Million. This represents 1.35% of its overall portfolio holdings.
Number of Shares
851,416
Previous 550,538
54.65%
Holding current value
$32.7 Million
Previous $18.1 Million
68.99%
% of portfolio
1.35%
Previous 1.5%
Shares
6 transactions
Others Institutions Holding DFAC
# of Institutions
1,149Shares Held
841MCall Options Held
36.6KPut Options Held
7.1K-
Mercer Global Advisors Inc Denver, CO56.6MShares$2.18 Billion4.2% of portfolio
-
Envestnet Asset Management Inc54.8MShares$2.11 Billion0.6% of portfolio
-
Forum Financial Management, LP Lombard, IL40MShares$1.54 Billion23.99% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.43 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$671 Million0.22% of portfolio