Simplicity Wealth,Llc Dimensional ETF Tr U S Target Transaction History
Simplicity Wealth,Llc
- $2.26 Billion
- Q2 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 118,316 shares of DFAT stock, worth $6.82 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
118,316
Previous 70,329
68.23%
Holding current value
$6.82 Million
Previous $3.62 Million
76.3%
% of portfolio
0.28%
Previous 0.3%
Shares
4 transactions
Others Institutions Holding DFAT
# of Institutions
800Shares Held
172MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$812 Million0.66% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$717 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.75MShares$562 Million8.82% of portfolio
-
Index Fund Advisors, Inc.6.52MShares$376 Million19.13% of portfolio
-
Pure Financial Advisors, LLC4.96MShares$286 Million4.76% of portfolio