Simplicity Wealth,Llc Dimensional ETF Tr U S Core Eq Transaction History
Simplicity Wealth,Llc
- $1.04 Billion
- Q3 2024
A detailed history of Simplicity Wealth,Llc transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Simplicity Wealth,Llc holds 526,246 shares of DFAC stock, worth $18.3 Million. This represents 1.74% of its overall portfolio holdings.
Number of Shares
526,246
Previous 1,042,340
49.51%
Holding current value
$18.3 Million
Previous $33.6 Million
46.31%
% of portfolio
1.74%
Previous 0.78%
Shares
3 transactions
Others Institutions Holding DFAC
# of Institutions
894Shares Held
715MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.86 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.66 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.3MShares$1.3 Billion24.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.3 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$614 Million0.29% of portfolio