Simplicity Wealth,Llc Dimensional ETF Tr Dimensional Transaction History
Simplicity Wealth,Llc
- $1.2 Billion
- Q1 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 30,471 shares of DIHP stock, worth $891,886. This represents 0.07% of its overall portfolio holdings.
Number of Shares
30,471Holding current value
$891,886% of portfolio
0.07%Shares
3 transactions
Others Institutions Holding DIHP
# of Institutions
265Shares Held
143MCall Options Held
0Put Options Held
100-
Mercer Global Advisors Inc Denver, CO24.4MShares$713 Million1.53% of portfolio
-
Envestnet Asset Management Inc22.6MShares$662 Million0.2% of portfolio
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Savant Capital, LLC21MShares$614 Million4.28% of portfolio
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Vista Wealth Management Group, LLC6.46MShares$189 Million11.85% of portfolio
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Forum Financial Management, LP Lombard, IL6.01MShares$176 Million3.07% of portfolio