Simplicity Wealth,Llc Dimensional ETF Tr U S Small C Transaction History
Simplicity Wealth,Llc
- $1.59 Billion
- Q3 2025
A detailed history of Simplicity Wealth,Llc transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Simplicity Wealth,Llc holds 9,407 shares of DFAS stock, worth $631,680. This represents 0.04% of its overall portfolio holdings.
Number of Shares
9,407
Previous 20,702
54.56%
Holding current value
$631,680
Previous $1.32 Million
51.14%
% of portfolio
0.04%
Previous 0.06%
Shares
5 transactions
Others Institutions Holding DFAS
# of Institutions
870Shares Held
137MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.7MShares$1.52 Billion1.2% of portfolio
-
Northern Trust Corp Chicago, IL8.08MShares$543 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.61MShares$444 Million0.03% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$393 Million20.21% of portfolio
-
Pure Financial Advisors, LLC2.95MShares$198 Million3.33% of portfolio