Simplicity Wealth,Llc Dimensional ETF Tr Transaction History
Simplicity Wealth,Llc
- $1.2 Billion
- Q1 2025
A detailed history of Simplicity Wealth,Llc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Simplicity Wealth,Llc holds 67,474 shares of DFAX stock, worth $1.75 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
67,474Holding current value
$1.75 Million% of portfolio
0.15%Shares
4 transactions
Others Institutions Holding DFAX
# of Institutions
579Shares Held
245MCall Options Held
2KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$291 Million3.18% of portfolio
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Envestnet Asset Management Inc8.34MShares$216 Million0.07% of portfolio
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Lpl Financial LLC Fort Mill, SC7.58MShares$196 Million0.08% of portfolio
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Geometric Wealth Advisors7.56MShares$196 Million35.57% of portfolio
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Commonwealth Equity Services, LLC6.03MShares$156 Million0.22% of portfolio