Relaxing Retirement Coach Dimensional ETF Tr Transaction History
Relaxing Retirement Coach
- $320 Million
- Q2 2023
A detailed history of Relaxing Retirement Coach transactions in Dimensional ETF Tr stock. As of the latest transaction made, Relaxing Retirement Coach holds 121,488 shares of DFIV stock, worth $5.62 Million. This represents 1.25% of its overall portfolio holdings.
Number of Shares
121,488
Previous 110,198
10.25%
Holding current value
$5.62 Million
Previous $3.55 Million
12.36%
% of portfolio
1.25%
Previous 1.22%
Shares
6 transactions
Others Institutions Holding DFIV
# of Institutions
745Shares Held
261MCall Options Held
0Put Options Held
0-
Northwestern Mutual Wealth Management CO24.6MShares$1.14 Billion0.78% of portfolio
-
Envestnet Asset Management Inc21.1MShares$978 Million0.28% of portfolio
-
Mercer Global Advisors Inc Denver, CO19.9MShares$922 Million1.77% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$517 Million4.47% of portfolio
-
Savant Capital, LLC8.59MShares$397 Million2.4% of portfolio