Simplicity Wealth,Llc Dimensional ETF Tr Dimensional Call Options Transaction History
Simplicity Wealth,Llc
- $2.26 Billion
- Q2 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding DFSV
# of Institutions
475Shares Held
127MCall Options Held
0Put Options Held
0-
Savant Capital, LLC11.8MShares$370 Million2.26% of portfolio
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Mather Group, Llc. Chicago, IL6.46MShares$203 Million2.05% of portfolio
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Ci Private Wealth, LLC Miami, FL5.82MShares$183 Million0.22% of portfolio
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Jmg Financial Group, Ltd.5.43MShares$171 Million5.05% of portfolio
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Ritholtz Wealth Management3.21MShares$101 Million2.12% of portfolio