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 $20.2 Million. This represents 5.35% of its overall portfolio holdings.
Number of Shares
369,090
Previous 328,729
12.28%
Holding current value
$20.2 Million
Previous $14.6 Million
17.05%
% of portfolio
5.35%
Previous 5.02%
Shares
10 transactions
Others Institutions Holding DFAT
# of Institutions
748Shares Held
167MCall Options Held
500Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$771 Million0.76% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$681 Million7.18% of portfolio
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Forum Financial Management, LP Lombard, IL8.94MShares$490 Million9.85% of portfolio
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Index Fund Advisors, Inc.7.2MShares$394 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$281 Million2.33% of portfolio