Simplicity Wealth,Llc Dimensional ETF Tr Emerging Mk Transaction History
Simplicity Wealth,Llc
- $1.04 Billion
- Q3 2024
A detailed history of Simplicity Wealth,Llc transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Simplicity Wealth,Llc holds 141,818 shares of DFEM stock, worth $3.77 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
141,818
Previous 531,274
73.31%
Holding current value
$3.77 Million
Previous $14.2 Million
71.89%
% of portfolio
0.39%
Previous 0.33%
Shares
2 transactions
Others Institutions Holding DFEM
# of Institutions
347Shares Held
132MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.6MShares$414 Million8.36% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.76MShares$153 Million0.23% of portfolio
-
Truepoint, Inc.4.44MShares$118 Million3.42% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.99MShares$106 Million0.16% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$105 Million1.18% of portfolio