Relaxing Retirement Coach Dimensional ETF Tr Us Marketwi Transaction History
Relaxing Retirement Coach
- $320 Million
- Q2 2023
A detailed history of Relaxing Retirement Coach transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Relaxing Retirement Coach holds 92,346 shares of DFUV stock, worth $3.91 Million. This represents 1.0% of its overall portfolio holdings.
Number of Shares
92,346
Previous 65,723
40.51%
Holding current value
$3.91 Million
Previous $2.2 Million
44.77%
% of portfolio
1.0%
Previous 0.76%
Shares
3 transactions
Others Institutions Holding DFUV
# of Institutions
700Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.43 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.33 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$760 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$610 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$455 Million0.67% of portfolio