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 56,264 shares of DIHP stock, worth $1.64 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
56,264
Previous 30,471
84.65%
Holding current value
$1.64 Million
Previous $826,000
100.85%
% of portfolio
0.07%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding DIHP
# of Institutions
282Shares Held
151MCall Options Held
0Put Options Held
100-
Envestnet Asset Management Inc25.3MShares$736 Million0.23% of portfolio
-
Mercer Global Advisors Inc Denver, CO24.4MShares$710 Million1.53% of portfolio
-
Savant Capital, LLC23.9MShares$698 Million4.6% of portfolio
-
Vista Wealth Management Group, LLC6.46MShares$188 Million11.85% of portfolio
-
Forum Financial Management, LP Lombard, IL6MShares$175 Million3.07% of portfolio