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 $11.1 Million. This represents 3.16% of its overall portfolio holdings.
Number of Shares
469,441
Previous 381,565
23.03%
Holding current value
$11.1 Million
Previous $8.2 Million
23.21%
% of portfolio
3.16%
Previous 2.81%
Shares
5 transactions
Others Institutions Holding DFAR
# of Institutions
263Shares Held
43.3MCall Options Held
27.2KPut Options Held
10K-
Vista Wealth Management Group, LLC3.13MShares$74 Million5.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.55MShares$60.2 Million0.08% of portfolio
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Prudential Financial Inc Newark, NJ2.34MShares$55.4 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.01MShares$47.6 Million11.74% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.73MShares$40.9 Million3.75% of portfolio