Simplicity Wealth,Llc Dimensional ETF Tr Dimensional Transaction History
Simplicity Wealth,Llc
- $1.2 Billion
- Q1 2025
A detailed history of Simplicity Wealth,Llc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Simplicity Wealth,Llc holds 8,904 shares of DFAR stock, worth $209,333. This represents 0.02% of its overall portfolio holdings.
Number of Shares
8,904
Previous 12,020
25.92%
Holding current value
$209,333
Previous $279,000
25.09%
% of portfolio
0.02%
Previous 0.06%
Shares
5 transactions
Others Institutions Holding DFAR
# of Institutions
250Shares Held
41.1MCall Options Held
1.9KPut Options Held
0-
Vista Wealth Management Group, LLC3.02MShares$71 Million4.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.34MShares$55 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.95MShares$45.8 Million11.11% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$39.5 Million3.61% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$31.2 Million2.99% of portfolio