Simplicity Wealth,Llc Dimensional ETF Tr Emerging Mk Transaction History
Simplicity Wealth,Llc
- $1.59 Billion
- Q3 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 110,334 shares of DFEM stock, worth $3.65 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
110,334
Previous 226,492
51.29%
Holding current value
$3.65 Million
Previous $6.72 Million
47.37%
% of portfolio
0.22%
Previous 0.3%
Shares
5 transactions
Others Institutions Holding DFEM
# of Institutions
499Shares Held
174MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL17.2MShares$570 Million8.59% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.02MShares$199 Million2.34% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.75MShares$190 Million0.29% of portfolio
-
Sequoia Financial Advisors, LLC4.89MShares$162 Million1.07% of portfolio
-
Truepoint, Inc.4.44MShares$147 Million3.41% of portfolio