Simplicity Wealth,Llc Dimensional ETF Tr Core Fxd In Transaction History
Simplicity Wealth,Llc
- $1.04 Billion
- Q3 2024
A detailed history of Simplicity Wealth,Llc transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Simplicity Wealth,Llc holds 27,764 shares of DFCF stock, worth $1.16 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
27,764
Previous 28,421
2.31%
Holding current value
$1.16 Million
Previous $1.18 Million
1.61%
% of portfolio
0.12%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding DFCF
# of Institutions
331Shares Held
88.3MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.5MShares$437 Million12.4% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.9MShares$121 Million11.58% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.66MShares$111 Million23.84% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.43MShares$101 Million1.24% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.08MShares$86.6 Million12.12% of portfolio