Simplicity Wealth,Llc Dimensional ETF Tr Dimensional Transaction History
Simplicity Wealth,Llc
- $1.59 Billion
- Q3 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 76,622 shares of DFIC stock, worth $2.56 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
76,622
Previous 194,428
60.59%
Holding current value
$2.56 Million
Previous $6.04 Million
58.44%
% of portfolio
0.16%
Previous 0.27%
Shares
6 transactions
Others Institutions Holding DFIC
# of Institutions
524Shares Held
283MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.9MShares$1.16 Billion1.95% of portfolio
-
Forum Financial Management, LP Lombard, IL16.5MShares$552 Million8.43% of portfolio
-
Evensky & Katz LLC6.16MShares$205 Million11.71% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.1MShares$170 Million0.2% of portfolio
-
Envestnet Asset Management Inc4.79MShares$160 Million0.05% of portfolio