Simplicity Wealth,Llc Dimensional ETF Tr Dimensional Transaction History
Simplicity Wealth,Llc
- $1.04 Billion
- Q3 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 49,751 shares of DIHP stock, worth $1.32 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
49,751
Previous 208,733
76.17%
Holding current value
$1.32 Million
Previous $5.49 Million
74.91%
% of portfolio
0.13%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding DIHP
# of Institutions
200Shares Held
93.5MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc17.5MShares$465 Million0.16% of portfolio
-
Mercer Global Advisors Inc Denver, CO17.4MShares$461 Million1.16% of portfolio
-
Forum Financial Management, LP Lombard, IL6.01MShares$159 Million3.18% of portfolio
-
Vista Wealth Management Group, LLC5.92MShares$157 Million11.81% of portfolio
-
Carlson Capital Management3.81MShares$101 Million7.97% of portfolio