Relaxing Retirement Coach Dimensional ETF Tr U S Equity Transaction History
Relaxing Retirement Coach
- $320 Million
- Q2 2023
A detailed history of Relaxing Retirement Coach transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Relaxing Retirement Coach holds 1,332,675 shares of DFUS stock, worth $82.5 Million. This represents 20.05% of its overall portfolio holdings.
Number of Shares
1,332,675
Previous 1,286,118
3.62%
Holding current value
$82.5 Million
Previous $57.1 Million
12.32%
% of portfolio
20.05%
Previous 19.61%
Shares
10 transactions
Others Institutions Holding DFUS
# of Institutions
623Shares Held
122MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$492 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.92MShares$366 Million20.2% of portfolio
-
Plancorp, LLC5.04MShares$312 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.15MShares$257 Million0.09% of portfolio
-
Creative Planning Overland Park, KS3.71MShares$230 Million0.23% of portfolio