Simplicity Wealth,Llc Dimensional ETF Tr Short Durat Transaction History
Simplicity Wealth,Llc
- $1.04 Billion
- Q3 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 24,985 shares of DFSD stock, worth $1.18 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
24,985
Previous 25,041
0.22%
Holding current value
$1.18 Million
Previous $1.18 Million
1.36%
% of portfolio
0.12%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding DFSD
# of Institutions
258Shares Held
46.4MCall Options Held
0Put Options Held
0-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$113 Million1.35% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$112 Million11.04% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$98.4 Million1.09% of portfolio
-
Planning Center, Inc.2.01MShares$95.3 Million16.23% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA2MShares$94.6 Million15.04% of portfolio