Simplicity Wealth,Llc Dimensional ETF Tr Dimensional Transaction History
Simplicity Wealth,Llc
- $1.04 Billion
- Q3 2024
A detailed history of Simplicity Wealth,Llc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Simplicity Wealth,Llc holds 49,751 shares of DIHP stock, worth $1.29 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
49,751
Previous 208,733
76.17%
Holding current value
$1.29 Million
Previous $5.49 Million
74.91%
% of portfolio
0.13%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding DIHP
# of Institutions
208Shares Held
113MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc22.4MShares$580 Million0.21% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.1MShares$572 Million1.34% of portfolio
-
Savant Capital, LLC8.48MShares$219 Million2.0% of portfolio
-
Vista Wealth Management Group, LLC6.05MShares$156 Million11.58% of portfolio
-
Forum Financial Management, LP Lombard, IL6.01MShares$155 Million3.18% of portfolio