Simplicity Wealth,Llc Dimensional ETF Tr U S Target Transaction History
Simplicity Wealth,Llc
- $1.04 Billion
- Q3 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 84,476 shares of DFAT stock, worth $4.65 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
84,476
Previous 336,453
74.89%
Holding current value
$4.65 Million
Previous $17.5 Million
73.07%
% of portfolio
0.45%
Previous 0.4%
Shares
2 transactions
Others Institutions Holding DFAT
# of Institutions
668Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$779 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$685 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$484 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$406 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$286 Million2.46% of portfolio