Simplicity Wealth,Llc Dimensional ETF Tr U S Target Transaction History
Simplicity Wealth,Llc
- $1.59 Billion
- Q3 2025
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 56,905 shares of DFAT stock, worth $3.24 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
56,905
Previous 118,316
51.9%
Holding current value
$3.24 Million
Previous $6.38 Million
48.12%
% of portfolio
0.21%
Previous 0.28%
Shares
5 transactions
Others Institutions Holding DFAT
# of Institutions
807Shares Held
169MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$792 Million0.63% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$708 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.75MShares$555 Million8.82% of portfolio
-
Index Fund Advisors, Inc.6.52MShares$371 Million19.13% of portfolio
-
Savant Capital, LLC4.97MShares$283 Million1.62% of portfolio