Retirement Planning Group Dimensional ETF Tr Transaction History
Retirement Planning Group
- $1.66 Billion
- Q4 2024
A detailed history of Retirement Planning Group transactions in Dimensional ETF Tr stock. As of the latest transaction made, Retirement Planning Group holds 11,715 shares of DFAX stock, worth $313,962. This represents 0.02% of its overall portfolio holdings.
Number of Shares
11,715
Previous 11,612
0.89%
Holding current value
$313,962
Previous $313,000
7.03%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding DFAX
# of Institutions
572Shares Held
242MCall Options Held
2KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$301 Million3.18% of portfolio
-
Envestnet Asset Management Inc8.34MShares$223 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$203 Million0.08% of portfolio
-
Geometric Wealth Advisors7.56MShares$203 Million35.57% of portfolio
-
Commonwealth Equity Services, LLC6.03MShares$162 Million0.22% of portfolio