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 $12.2 Million. This represents 3.16% of its overall portfolio holdings.
Number of Shares
469,441
Previous 381,565
23.03%
Holding current value
$12.2 Million
Previous $8.2 Million
23.21%
% of portfolio
3.16%
Previous 2.81%
Shares
5 transactions
Others Institutions Holding DFAR
# of Institutions
200Shares Held
34.4MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC2.95MShares$76.5 Million4.94% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.15MShares$55.7 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.88MShares$48.7 Million11.83% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$43.5 Million3.67% of portfolio
-
Savant Capital, LLC1.4MShares$36.2 Million0.3% of portfolio