Retirement Solution Inc. Dimensional ETF Tr U S Core Eq Transaction History
Retirement Solution Inc.
- $152 Million
- Q1 2025
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 498,565 shares of DFAC stock, worth $15.4 Million. This represents 10.85% of its overall portfolio holdings.
Number of Shares
498,565
Previous 428,747
16.28%
Holding current value
$15.4 Million
Previous $14.8 Million
10.87%
% of portfolio
10.85%
Previous 10.1%
Shares
9 transactions
Others Institutions Holding DFAC
# of Institutions
1,064Shares Held
805MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.77 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.43 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.16 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.15 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$561 Million0.26% of portfolio