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 2,211,197 shares of DFIC stock, worth $68.5 Million. This represents 16.77% of its overall portfolio holdings.
Number of Shares
2,211,197
Previous 2,064,652
7.1%
Holding current value
$68.5 Million
Previous $49.7 Million
7.99%
% of portfolio
16.77%
Previous 17.06%
Shares
6 transactions
Others Institutions Holding DFIC
# of Institutions
496Shares Held
292MCall Options Held
6.6KPut Options Held
3.9K-
Mercer Global Advisors Inc Denver, CO30.9MShares$957 Million2.0% of portfolio
-
Envestnet Asset Management Inc27.5MShares$853 Million0.26% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$495 Million8.62% of portfolio
-
Evensky & Katz LLC6.15MShares$190 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.17MShares$160 Million0.2% of portfolio