Simplicity Wealth,Llc Dimensional ETF Tr Emerging Mk Transaction History
Simplicity Wealth,Llc
- $461 Million
- Q4 2024
Shares
2 transactions
Others Institutions Holding DFEM
# of Institutions
413Shares Held
1.16BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.02BShares$27.6 Billion1.6% of portfolio
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Forum Financial Management, LP Lombard, IL16MShares$435 Million8.46% of portfolio
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Ci Private Wealth, LLC Miami, FL5.92MShares$161 Million0.24% of portfolio
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Buckingham Strategic Partners Saint Louis, MO5.14MShares$139 Million2.46% of portfolio
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Truepoint, Inc.4.75MShares$129 Million3.4% of portfolio