Simplicity Wealth,Llc Dimensional ETF Tr U S Equity Transaction History
Simplicity Wealth,Llc
- $1.04 Billion
- Q3 2024
A detailed history of Simplicity Wealth,Llc transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Simplicity Wealth,Llc holds 30,276 shares of DFUS stock, worth $1.96 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
30,276
Previous 32,703
7.42%
Holding current value
$1.96 Million
Previous $1.92 Million
2.13%
% of portfolio
0.18%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding DFUS
# of Institutions
645Shares Held
133MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$566 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$515 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$379 Million19.88% of portfolio
-
Plancorp, LLC4.96MShares$321 Million12.66% of portfolio
-
Envestnet Asset Management Inc4.12MShares$266 Million0.08% of portfolio