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 $19.9 Million. This represents 5.35% of its overall portfolio holdings.
Number of Shares
369,090
Previous 328,729
12.28%
Holding current value
$19.9 Million
Previous $14.6 Million
17.05%
% of portfolio
5.35%
Previous 5.02%
Shares
10 transactions
Others Institutions Holding DFAT
# of Institutions
771Shares Held
168MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$753 Million0.68% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$671 Million7.18% of portfolio
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Forum Financial Management, LP Lombard, IL8.88MShares$479 Million8.65% of portfolio
-
Index Fund Advisors, Inc.6.31MShares$341 Million20.84% of portfolio
-
Savant Capital, LLC5.05MShares$272 Million1.97% of portfolio