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 $5.26 Million. This represents 1.25% of its overall portfolio holdings.
Number of Shares
121,488
Previous 110,198
10.25%
Holding current value
$5.26 Million
Previous $3.55 Million
12.36%
% of portfolio
1.25%
Previous 1.22%
Shares
6 transactions
Others Institutions Holding DFIV
# of Institutions
691Shares Held
227MCall Options Held
1.8KPut Options Held
200-
Envestnet Asset Management Inc20MShares$867 Million0.26% of portfolio
-
Mercer Global Advisors Inc Denver, CO19.1MShares$826 Million1.75% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$483 Million4.47% of portfolio
-
Savant Capital, LLC8.49MShares$367 Million2.53% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.29MShares$316 Million0.15% of portfolio