Simplicity Wealth,Llc Dimensional ETF Tr U S Core Eq Transaction History
Simplicity Wealth,Llc
- $1.59 Billion
- Q3 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 476,826 shares of DFAC stock, worth $18.4 Million. This represents 1.16% of its overall portfolio holdings.
Number of Shares
476,826
Previous 851,416
44.0%
Holding current value
$18.4 Million
Previous $30.5 Million
39.73%
% of portfolio
1.16%
Previous 1.35%
Shares
7 transactions
Others Institutions Holding DFAC
# of Institutions
1,175Shares Held
809MCall Options Held
10.4KPut Options Held
20.1K-
Mercer Global Advisors Inc Denver, CO61.2MShares$2.37 Billion4.02% of portfolio
-
Forum Financial Management, LP Lombard, IL40MShares$1.55 Billion23.99% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.44 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.5MShares$676 Million0.21% of portfolio
-
Apella Capital, LLC13.5MShares$522 Million12.2% of portfolio