Simplicity Wealth,Llc Dimensional ETF Tr Dimensional Transaction History
Simplicity Wealth,Llc
- $4.32 Billion
- Q2 2024
A detailed history of Simplicity Wealth,Llc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Simplicity Wealth,Llc holds 229,752 shares of DISV stock, worth $6.45 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
229,752Holding current value
$6.45 Million% of portfolio
0.14%Shares
1 transactions
Others Institutions Holding DISV
# of Institutions
262Shares Held
56.3MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.39MShares$235 Million10.25% of portfolio
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Forum Financial Management, LP Lombard, IL6.02MShares$169 Million3.34% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$88.4 Million0.94% of portfolio
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Buckingham Strategic Partners Saint Louis, MO1.56MShares$43.7 Million1.19% of portfolio
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Ritholtz Wealth Management1.31MShares$36.6 Million1.17% of portfolio