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 $58.1 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
$58.1 Million
Previous $49.7 Million
7.99%
% of portfolio
16.77%
Previous 17.06%
Shares
6 transactions
Others Institutions Holding DFIC
# of Institutions
364Shares Held
234MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc27MShares$709 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$676 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$414 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$155 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.86MShares$128 Million17.02% of portfolio