Simplicity Wealth,Llc Dimensional ETF Tr Dimensional Transaction History
Simplicity Wealth,Llc
- $2.26 Billion
- Q2 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 194,428 shares of DFIC stock, worth $6.17 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
194,428
Previous 108,195
79.7%
Holding current value
$6.17 Million
Previous $3.03 Million
99.41%
% of portfolio
0.27%
Previous 0.25%
Shares
5 transactions
Others Institutions Holding DFIC
# of Institutions
493Shares Held
292MCall Options Held
6.6KPut Options Held
3.9K-
Mercer Global Advisors Inc Denver, CO30.9MShares$980 Million2.0% of portfolio
-
Envestnet Asset Management Inc27.5MShares$873 Million0.26% of portfolio
-
Forum Financial Management, LP Lombard, IL16.2MShares$515 Million8.53% of portfolio
-
Evensky & Katz LLC6.15MShares$195 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.17MShares$164 Million0.2% of portfolio