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 $59.2 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
$59.2 Million
Previous $49.7 Million
7.99%
% of portfolio
16.77%
Previous 17.06%
Shares
6 transactions
Others Institutions Holding DFIC
# of Institutions
348Shares Held
225MCall Options Held
900Put Options Held
0-
Envestnet Asset Management Inc23.8MShares$637 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO23.3MShares$625 Million1.55% of portfolio
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Forum Financial Management, LP Lombard, IL15.8MShares$422 Million8.47% of portfolio
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Evensky & Katz LLC5.9MShares$158 Million10.81% of portfolio
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Rw Investment Management LLC Eagle, ID4.71MShares$126 Million16.75% of portfolio