Simplicity Wealth,Llc Dimensional ETF Tr U S Small C Transaction History
Simplicity Wealth,Llc
- $1.04 Billion
- Q3 2024
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 10,553 shares of DFAS stock, worth $704,623. This represents 0.07% of its overall portfolio holdings.
Number of Shares
10,553
Previous 13,021
18.95%
Holding current value
$704,623
Previous $782,000
12.53%
% of portfolio
0.07%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding DFAS
# of Institutions
701Shares Held
108MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$749 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$467 Million0.08% of portfolio
-
Index Fund Advisors, Inc.6.66MShares$445 Million23.57% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$328 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$182 Million1.82% of portfolio