Simplicity Wealth,Llc Dimensional ETF Tr U S Target Transaction History
Simplicity Wealth,Llc
- $4.32 Billion
- Q2 2024
A detailed history of Simplicity Wealth,Llc transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Simplicity Wealth,Llc holds 336,453 shares of DFAT stock, worth $18.1 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
336,453Holding current value
$18.1 Million% of portfolio
0.4%Shares
1 transactions
Others Institutions Holding DFAT
# of Institutions
648Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.3MShares$765 Million0.79% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$668 Million7.18% of portfolio
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Forum Financial Management, LP Lombard, IL8.63MShares$463 Million9.23% of portfolio
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Index Fund Advisors, Inc.7.51MShares$403 Million22.58% of portfolio
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Savant Capital, LLC4.85MShares$260 Million2.47% of portfolio