Relaxing Retirement Coach Dimensional ETF Tr Us Marketwi Transaction History
Relaxing Retirement Coach
- $320 Million
- Q2 2023
A detailed history of Relaxing Retirement Coach transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Relaxing Retirement Coach holds 92,346 shares of DFUV stock, worth $3.6 Million. This represents 1.0% of its overall portfolio holdings.
Number of Shares
92,346
Previous 65,723
40.51%
Holding current value
$3.6 Million
Previous $2.2 Million
44.77%
% of portfolio
1.0%
Previous 0.76%
Shares
3 transactions
Others Institutions Holding DFUV
# of Institutions
593Shares Held
242MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO25.8MShares$1.01 Billion3.0% of portfolio
-
Envestnet Asset Management Inc24MShares$936 Million0.37% of portfolio
-
Savant Capital, LLC16.6MShares$646 Million7.85% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.5MShares$565 Million6.73% of portfolio
-
Ci Private Wealth, LLC Miami, FL11MShares$427 Million0.71% of portfolio