Simplicity Wealth,Llc Dimensional ETF Tr Emerging Mk Transaction History
Simplicity Wealth,Llc
- $2.26 Billion
- Q2 2025
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 226,492 shares of DFEM stock, worth $6.91 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
226,492
Previous 130,839
73.11%
Holding current value
$6.91 Million
Previous $3.48 Million
93.38%
% of portfolio
0.3%
Previous 0.29%
Shares
4 transactions
Others Institutions Holding DFEM
# of Institutions
462Shares Held
162MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.8MShares$512 Million8.65% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.49MShares$198 Million0.29% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.01MShares$183 Million2.54% of portfolio
-
Truepoint, Inc.4.49MShares$137 Million3.41% of portfolio
-
High Tower Advisors, LLC Chicago, IL4.48MShares$137 Million0.17% of portfolio