Simplicity Wealth,Llc Dimensional ETF Tr Dimensional Transaction History
Simplicity Wealth,Llc
- $1.04 Billion
- Q3 2024
A detailed history of Simplicity Wealth,Llc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Simplicity Wealth,Llc holds 12,657 shares of DFAR stock, worth $303,894. This represents 0.03% of its overall portfolio holdings.
Number of Shares
12,657
Previous 13,044
2.97%
Holding current value
$303,894
Previous $288,000
12.5%
% of portfolio
0.03%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding DFAR
# of Institutions
218Shares Held
35.4MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC2.95MShares$70.8 Million5.23% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.2MShares$52.7 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.93MShares$46.2 Million12.28% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.63MShares$39.1 Million3.86% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$31.9 Million2.99% of portfolio