Simplicity Wealth,Llc Dimensional ETF Tr Dimensional Transaction History
Simplicity Wealth,Llc
- $1.2 Billion
- Q1 2025
A detailed history of Simplicity Wealth,Llc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Simplicity Wealth,Llc holds 108,195 shares of DFIC stock, worth $3.01 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
108,195Holding current value
$3.01 Million% of portfolio
0.25%Shares
4 transactions
Others Institutions Holding DFIC
# of Institutions
444Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$56.3 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$819 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$763 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$455 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$171 Million10.37% of portfolio