Simplicity Wealth,Llc Dimensional ETF Tr U S Small C Transaction History
Simplicity Wealth,Llc
- $1.2 Billion
- Q1 2025
A detailed history of Simplicity Wealth,Llc transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Simplicity Wealth,Llc holds 10,125 shares of DFAS stock, worth $628,560. This represents 0.05% of its overall portfolio holdings.
Number of Shares
10,125Holding current value
$628,560% of portfolio
0.05%Shares
3 transactions
Others Institutions Holding DFAS
# of Institutions
820Shares Held
126MCall Options Held
0Put Options Held
100-
Creative Planning Overland Park, KS16.8MShares$1.04 Billion0.95% of portfolio
-
Northern Trust Corp Chicago, IL7.97MShares$495 Million0.07% of portfolio
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Index Fund Advisors, Inc.5.85MShares$363 Million22.41% of portfolio
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Bank Of America Corp Charlotte, NC5.38MShares$334 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$169 Million1.82% of portfolio