Relaxing Retirement Coach Dimensional ETF Tr U S Target Transaction History
Relaxing Retirement Coach
- $320 Million
- Q2 2023
A detailed history of Relaxing Retirement Coach transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Relaxing Retirement Coach holds 369,090 shares of DFAT stock, worth $20.6 Million. This represents 5.35% of its overall portfolio holdings.
Number of Shares
369,090
Previous 328,729
12.28%
Holding current value
$20.6 Million
Previous $14.6 Million
17.05%
% of portfolio
5.35%
Previous 5.02%
Shares
10 transactions
Others Institutions Holding DFAT
# of Institutions
787Shares Held
171MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$786 Million0.66% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$693 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.35MShares$521 Million8.76% of portfolio
-
Index Fund Advisors, Inc.6.17MShares$344 Million19.45% of portfolio
-
Savant Capital, LLC4.95MShares$276 Million1.74% of portfolio