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 $61 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
$61 Million
Previous $49.7 Million
7.99%
% of portfolio
16.77%
Previous 17.06%
Shares
6 transactions
Others Institutions Holding DFIC
# of Institutions
437Shares Held
2.28BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$55.8 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$813 Million0.25% of portfolio
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Mercer Global Advisors Inc Denver, CO27.4MShares$756 Million1.75% of portfolio
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Forum Financial Management, LP Lombard, IL16.4MShares$451 Million8.36% of portfolio
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Evensky & Katz LLC6.13MShares$169 Million10.37% of portfolio