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 $4.16 Million. This represents 1.0% of its overall portfolio holdings.
Number of Shares
92,346
Previous 65,723
40.51%
Holding current value
$4.16 Million
Previous $2.2 Million
44.77%
% of portfolio
1.0%
Previous 0.76%
Shares
3 transactions
Others Institutions Holding DFUV
# of Institutions
767Shares Held
246MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.72 Billion2.9% of portfolio
-
Savant Capital, LLC16.4MShares$737 Million4.1% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$650 Million6.31% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL7.64MShares$344 Million14.27% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.59MShares$297 Million0.47% of portfolio