Simplicity Wealth,Llc Dimensional ETF Tr Core Fxd In Transaction History
Simplicity Wealth,Llc
- $2.26 Billion
- Q2 2025
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 14,079 shares of DFCF stock, worth $597,653. This represents 0.03% of its overall portfolio holdings.
Number of Shares
14,079
Previous 123,385
88.59%
Holding current value
$597,653
Previous $5.18 Million
88.54%
% of portfolio
0.03%
Previous 0.43%
Shares
7 transactions
Others Institutions Holding DFCF
# of Institutions
424Shares Held
122MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.3MShares$480 Million13.24% of portfolio
-
Elser Financial Planning, Inc Indianapolis, IN3.66MShares$156 Million9.18% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3MShares$127 Million11.48% of portfolio
-
Sequoia Financial Advisors, LLC2.88MShares$122 Million0.93% of portfolio
-
True Link Financial Advisors, LLC2.82MShares$120 Million8.26% of portfolio