Simplicity Wealth,Llc Dimensional ETF Tr U S Core Eq Transaction History
Simplicity Wealth,Llc
- $1.2 Billion
- Q1 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 550,538 shares of DFAC stock, worth $17.2 Million. This represents 1.5% of its overall portfolio holdings.
Number of Shares
550,538
Previous 16,291
3279.4%
Holding current value
$17.2 Million
Previous $563,000
3107.28%
% of portfolio
1.5%
Previous 0.12%
Shares
5 transactions
Others Institutions Holding DFAC
# of Institutions
1,066Shares Held
801MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.79 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.46 Billion3.97% of portfolio
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Forum Financial Management, LP Lombard, IL37.6MShares$1.18 Billion25.73% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.17 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC18.2MShares$569 Million0.26% of portfolio