Simplicity Wealth,Llc Dimensional ETF Tr Dimensional Transaction History
Simplicity Wealth,Llc
- $1.2 Billion
- Q1 2025
A detailed history of Simplicity Wealth,Llc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Simplicity Wealth,Llc holds 108,195 shares of DFIC stock, worth $3.28 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
108,195Holding current value
$3.28 Million% of portfolio
0.25%Shares
4 transactions
Others Institutions Holding DFIC
# of Institutions
469Shares Held
279MCall Options Held
6.6KPut Options Held
3.9K-
Mercer Global Advisors Inc Denver, CO30.9MShares$936 Million2.0% of portfolio
-
Envestnet Asset Management Inc27.5MShares$834 Million0.26% of portfolio
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Forum Financial Management, LP Lombard, IL16.2MShares$492 Million8.53% of portfolio
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Evensky & Katz LLC6.32MShares$191 Million11.77% of portfolio
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High Tower Advisors, LLC Chicago, IL5.17MShares$157 Million0.2% of portfolio