Simplicity Wealth,Llc Dimensional ETF Tr Dimensional Transaction History
Simplicity Wealth,Llc
- $461 Million
- Q4 2024
Shares
3 transactions
Others Institutions Holding DFIC
# of Institutions
434Shares Held
2.28BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$56 Billion3.13% of portfolio
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Envestnet Asset Management Inc29.5MShares$815 Million0.25% of portfolio
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Mercer Global Advisors Inc Denver, CO27.4MShares$759 Million1.75% of portfolio
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Forum Financial Management, LP Lombard, IL16MShares$442 Million8.32% of portfolio
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Evensky & Katz LLC6.13MShares$170 Million10.37% of portfolio