Retirement Solution Inc. Dimensional ETF Tr U S Core Eq Transaction History
Retirement Solution Inc.
- $171 Million
- Q3 2024
A detailed history of Retirement Solution Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Retirement Solution Inc. holds 395,028 shares of DFAC stock, worth $14.2 Million. This represents 7.92% of its overall portfolio holdings.
Number of Shares
395,028
Previous 371,696
6.28%
Holding current value
$14.2 Million
Previous $12 Million
13.04%
% of portfolio
7.92%
Previous 8.42%
Shares
7 transactions
Others Institutions Holding DFAC
# of Institutions
942Shares Held
748MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.04 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.8 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.35 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.34 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$639 Million0.28% of portfolio