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 $3.85 Million. This represents 1.0% of its overall portfolio holdings.
Number of Shares
92,346
Previous 65,723
40.51%
Holding current value
$3.85 Million
Previous $2.2 Million
44.77%
% of portfolio
1.0%
Previous 0.76%
Shares
3 transactions
Others Institutions Holding DFUV
# of Institutions
640Shares Held
267MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.47 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.37 Billion0.46% of portfolio
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Savant Capital, LLC18.5MShares$772 Million6.58% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$602 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$454 Million0.65% of portfolio