Simplicity Wealth,Llc Dimensional ETF Tr Dimensional Transaction History
Simplicity Wealth,Llc
- $461 Million
- Q4 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 12,020 shares of DFAR stock, worth $293,167. This represents 0.06% of its overall portfolio holdings.
Number of Shares
12,020
Previous 12,657
5.03%
Holding current value
$293,167
Previous $324,000
13.89%
% of portfolio
0.06%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding DFAR
# of Institutions
246Shares Held
40.9MCall Options Held
1.9KPut Options Held
0-
Vista Wealth Management Group, LLC3.02MShares$73.7 Million4.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.34MShares$57 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.95MShares$47.6 Million11.11% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$41 Million3.61% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$32.4 Million2.99% of portfolio