Relaxing Retirement Coach Dimensional ETF Tr Transaction History
Relaxing Retirement Coach
- $320 Million
- Q2 2023
A detailed history of Relaxing Retirement Coach transactions in Dimensional ETF Tr stock. As of the latest transaction made, Relaxing Retirement Coach holds 64,026 shares of DFAI stock, worth $2.02 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
64,026
Previous 155,318
58.78%
Holding current value
$2.02 Million
Previous $4.19 Million
58.21%
% of portfolio
0.55%
Previous 1.44%
Shares
9 transactions
Others Institutions Holding DFAI
# of Institutions
608Shares Held
230MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.02 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$209 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$189 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$188 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$176 Million17.39% of portfolio