Simplicity Wealth,Llc Dimensional ETF Tr Transaction History
Simplicity Wealth,Llc
- $1.04 Billion
- Q3 2024
A detailed history of Simplicity Wealth,Llc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Simplicity Wealth,Llc holds 9,995 shares of DFAX stock, worth $252,073. This represents 0.03% of its overall portfolio holdings.
Number of Shares
9,995
Previous 69,370
85.59%
Holding current value
$252,073
Previous $1.76 Million
84.74%
% of portfolio
0.03%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding DFAX
# of Institutions
513Shares Held
221MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$283 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$229 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$189 Million0.09% of portfolio
-
Geometric Wealth Advisors7.2MShares$182 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$144 Million0.23% of portfolio