Retirement Capital Strategies Dimensional ETF Tr U S Core Eq Transaction History
Retirement Capital Strategies
- $257 Million
- Q4 2024
A detailed history of Retirement Capital Strategies transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Retirement Capital Strategies holds 7,114 shares of DFAC stock, worth $248,990. This represents 0.1% of its overall portfolio holdings.
Number of Shares
7,114
Previous 7,114
-0.0%
Holding current value
$248,990
Previous $243,000
1.23%
% of portfolio
0.1%
Previous 0.1%
Shares
5 transactions
Others Institutions Holding DFAC
# of Institutions
1,054Shares Held
797MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$2 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.63 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.32 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.31 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$636 Million0.26% of portfolio