Relaxing Retirement Coach Dimensional ETF Tr Core Fxd In Transaction History
Relaxing Retirement Coach
- $320 Million
- Q2 2023
A detailed history of Relaxing Retirement Coach transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Relaxing Retirement Coach holds 549,901 shares of DFCF stock, worth $23.9 Million. This represents 7.17% of its overall portfolio holdings.
Number of Shares
549,901
Previous 467,044
17.74%
Holding current value
$23.9 Million
Previous $19.8 Million
15.61%
% of portfolio
7.17%
Previous 6.81%
Shares
5 transactions
Others Institutions Holding DFCF
# of Institutions
313Shares Held
88.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.3MShares$446 Million12.38% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA7.66MShares$333 Million11.84% of portfolio
-
Elser Financial Planning, Inc Indianapolis, IN3.1MShares$135 Million21.55% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.78MShares$121 Million11.43% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.41MShares$105 Million24.22% of portfolio