Relaxing Retirement Coach Dimensional ETF Tr Dimensional Transaction History
Relaxing Retirement Coach
- $320 Million
- Q2 2023
A detailed history of Relaxing Retirement Coach transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Relaxing Retirement Coach holds 469,441 shares of DFAR stock, worth $11.2 Million. This represents 3.16% of its overall portfolio holdings.
Number of Shares
469,441
Previous 381,565
23.03%
Holding current value
$11.2 Million
Previous $8.2 Million
23.21%
% of portfolio
3.16%
Previous 2.81%
Shares
5 transactions
Others Institutions Holding DFAR
# of Institutions
246Shares Held
40.9MCall Options Held
1.9KPut Options Held
0-
Vista Wealth Management Group, LLC3.02MShares$72.2 Million4.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.34MShares$55.8 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.95MShares$46.6 Million11.11% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$40.1 Million3.61% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$31.7 Million2.99% of portfolio