Simplicity Wealth,Llc Dimensional ETF Tr Short Durat Transaction History
Simplicity Wealth,Llc
- $1.59 Billion
- Q3 2025
A detailed history of Simplicity Wealth,Llc transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Simplicity Wealth,Llc holds 119,730 shares of DFSD stock, worth $5.77 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
119,730
Previous 11,549
936.71%
Holding current value
$5.77 Million
Previous $554,000
941.34%
% of portfolio
0.36%
Previous 0.02%
Shares
7 transactions
Others Institutions Holding DFSD
# of Institutions
388Shares Held
84.6MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO5.06MShares$244 Million2.96% of portfolio
-
Savant Capital, LLC4.15MShares$200 Million1.12% of portfolio
-
Apella Capital, LLC4MShares$193 Million4.51% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.24MShares$156 Million1.75% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.96MShares$143 Million11.13% of portfolio