Simplicity Wealth,Llc Dimensional ETF Tr Short Durat Transaction History
Simplicity Wealth,Llc
- $4.32 Billion
- Q2 2024
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 25,041 shares of DFSD stock, worth $1.19 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
25,041
Previous 22,484
11.37%
Holding current value
$1.19 Million
Previous $1.06 Million
11.26%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding DFSD
# of Institutions
251Shares Held
42.7MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$113 Million11.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.18MShares$104 Million1.31% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$99.1 Million1.09% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA2MShares$95.4 Million16.24% of portfolio
-
Planning Center, Inc.1.97MShares$94.1 Million16.69% of portfolio