Simplicity Wealth,Llc Dimensional ETF Tr Core Fxd In Transaction History
Simplicity Wealth,Llc
- $1.2 Billion
- Q1 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 123,385 shares of DFCF stock, worth $5.13 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
123,385
Previous 27,272
352.42%
Holding current value
$5.13 Million
Previous $1.13 Million
359.8%
% of portfolio
0.43%
Previous 0.24%
Shares
6 transactions
Others Institutions Holding DFCF
# of Institutions
428Shares Held
113MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.3MShares$470 Million13.24% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3MShares$125 Million11.48% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$116 Million1.39% of portfolio
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Wp Wealth LLP Fort Worth, TX2.77MShares$115 Million23.4% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.69MShares$112 Million1.41% of portfolio