Simplicity Wealth,Llc Dimensional ETF Tr U S Small C Transaction History
Simplicity Wealth,Llc
- $2.26 Billion
- Q2 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 20,702 shares of DFAS stock, worth $1.42 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
20,702
Previous 10,125
104.46%
Holding current value
$1.42 Million
Previous $604,000
118.21%
% of portfolio
0.06%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding DFAS
# of Institutions
851Shares Held
133MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS20.2MShares$1.39 Billion1.11% of portfolio
-
Northern Trust Corp Chicago, IL7.85MShares$539 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.22MShares$427 Million0.03% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$402 Million20.21% of portfolio
-
Pure Financial Advisors, LLC2.95MShares$202 Million3.33% of portfolio