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 51,150 shares of DFIS stock, worth $1.46 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
51,150
Previous 48,064
6.42%
Holding current value
$1.46 Million
Previous $1.1 Million
5.71%
% of portfolio
0.36%
Previous 0.38%
Shares
5 transactions
Others Institutions Holding DFIS
# of Institutions
253Shares Held
93.8MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp18.2MShares$520 Million0.16% of portfolio
-
Matson Money. Inc.12.5MShares$356 Million11.74% of portfolio
-
Mather Group, Llc. Chicago, IL11.4MShares$326 Million3.44% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA3.9MShares$111 Million0.43% of portfolio
-
First Citizens Bank & Trust CO3.79MShares$108 Million1.68% of portfolio