Simplicity Wealth,Llc Dimensional ETF Tr Transaction History

Simplicity Wealth,Llc

$461 Million
Q4 2024

A detailed history of Simplicity Wealth,Llc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Simplicity Wealth,Llc holds 8,795 shares of DFAE stock, worth $234,474. This represents 0.05% of its overall portfolio holdings.

Number of Shares

8,795

Holding current value

$234,474

% of portfolio

0.05%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 07, 2025	BUY	$25.36 - $28.15 $223,041 - $247,579	8,795 New	8,795 $223,000

Others Institutions Holding DFAE

# of Institutions

536

Shares Held

168M

Call Options Held

Put Options Held

Essential Planning, Llc. Portsmouth, NH

15.5M
Shares

$414 Million
2.64% of portfolio
Retirement Systems Of Alabama

12.7M
Shares

$338 Million
1.22% of portfolio
Mather Group, Llc. Chicago, IL

8.94M
Shares

$238 Million
2.96% of portfolio
Ubs Group Ag

5.28M
Shares

$141 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

4.58M
Shares

$122 Million
0.01% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

More about DFAE

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