Relaxing Retirement Coach Dimensional ETF Tr Core Fxd In Transaction History
Relaxing Retirement Coach
- $320 Million
- Q2 2023
A detailed history of Relaxing Retirement Coach transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Relaxing Retirement Coach holds 549,901 shares of DFCF stock, worth $23 Million. This represents 7.17% of its overall portfolio holdings.
Number of Shares
549,901
Previous 467,044
17.74%
Holding current value
$23 Million
Previous $19.8 Million
15.61%
% of portfolio
7.17%
Previous 6.81%
Shares
5 transactions
Others Institutions Holding DFCF
# of Institutions
402Shares Held
3.55BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$144 Billion8.57% of portfolio
-
Essential Planning, Llc. Portsmouth, NH11.6MShares$483 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$464 Million12.57% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$124 Million11.32% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$116 Million23.4% of portfolio