Simplicity Wealth,Llc Dimensional ETF Tr U S Target Transaction History
Simplicity Wealth,Llc
- $1.2 Billion
- Q1 2025
A detailed history of Simplicity Wealth,Llc transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Simplicity Wealth,Llc holds 70,329 shares of DFAT stock, worth $3.31 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
70,329Holding current value
$3.31 Million% of portfolio
0.3%Shares
3 transactions
Others Institutions Holding DFAT
# of Institutions
752Shares Held
168MCall Options Held
500Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$663 Million0.76% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$586 Million7.18% of portfolio
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Forum Financial Management, LP Lombard, IL8.94MShares$421 Million9.85% of portfolio
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Index Fund Advisors, Inc.7.2MShares$339 Million22.29% of portfolio
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Savant Capital, LLC5.13MShares$242 Million2.33% of portfolio