Simplicity Wealth,Llc Dimensional ETF Tr Emerging Mk Transaction History
Simplicity Wealth,Llc
- $1.04 Billion
- Q3 2024
A detailed history of Simplicity Wealth,Llc transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Simplicity Wealth,Llc holds 141,818 shares of DFEM stock, worth $3.92 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
141,818
Previous 531,274
73.31%
Holding current value
$3.92 Million
Previous $14.2 Million
71.89%
% of portfolio
0.39%
Previous 0.33%
Shares
2 transactions
Others Institutions Holding DFEM
# of Institutions
330Shares Held
126MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.1MShares$417 Million8.3% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.46MShares$151 Million0.26% of portfolio
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Truepoint, Inc.4.23MShares$117 Million3.28% of portfolio
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High Tower Advisors, LLC Chicago, IL3.97MShares$110 Million0.17% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$110 Million1.18% of portfolio