Simplicity Wealth,Llc Dimensional ETF Tr Dimensional Transaction History
Simplicity Wealth,Llc
- $1.04 Billion
- Q3 2024
A detailed history of Simplicity Wealth,Llc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Simplicity Wealth,Llc holds 127,244 shares of DFIC stock, worth $3.31 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
127,244
Previous 497,491
74.42%
Holding current value
$3.31 Million
Previous $13.1 Million
72.63%
% of portfolio
0.35%
Previous 0.3%
Shares
3 transactions
Others Institutions Holding DFIC
# of Institutions
366Shares Held
234MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc27MShares$703 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$670 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$411 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$154 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.86MShares$127 Million17.02% of portfolio