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 $210,668. This represents 0.02% of its overall portfolio holdings.
Number of Shares
8,904
Previous 12,020
25.92%
Holding current value
$210,668
Previous $279,000
25.09%
% of portfolio
0.02%
Previous 0.06%
Shares
5 transactions
Others Institutions Holding DFAR
# of Institutions
263Shares Held
43.6MCall Options Held
27.2KPut Options Held
10K-
Vista Wealth Management Group, LLC3.13MShares$74.1 Million5.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.55MShares$60.2 Million0.08% of portfolio
-
Prudential Financial Inc Newark, NJ2.34MShares$55.4 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.01MShares$47.7 Million11.74% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.73MShares$41 Million3.75% of portfolio