Retirement Capital Strategies Dimensional ETF Tr U S Core Eq Transaction History
Retirement Capital Strategies
- $249 Million
- Q2 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 $242,800. This represents 0.09% of its overall portfolio holdings.
Number of Shares
7,114
Previous 7,114
-0.0%
Holding current value
$242,800
Previous $227,000
0.88%
% of portfolio
0.09%
Previous 0.09%
Shares
5 transactions
Others Institutions Holding DFAC
# of Institutions
900Shares Held
721MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.82 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.63 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.28 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.27 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$603 Million0.29% of portfolio