Peak Retirement Planning, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Peak Retirement Planning, Inc.
- $355 Billion
- Q3 2025
A detailed history of Peak Retirement Planning, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Peak Retirement Planning, Inc. holds 8,188 shares of DFAC stock, worth $316,220. This represents 0.09% of its overall portfolio holdings.
Number of Shares
8,188
Previous 8,166
0.27%
Holding current value
$316,220
Previous $293 Million
7.91%
% of portfolio
0.09%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
1,160Shares Held
842MCall Options Held
36.6KPut Options Held
7.1K-
Mercer Global Advisors Inc Denver, CO56.6MShares$2.18 Billion4.2% of portfolio
-
Forum Financial Management, LP Lombard, IL40MShares$1.55 Billion23.99% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.44 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$673 Million0.22% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO15.6MShares$601 Million7.94% of portfolio