Retirement Guys Formula LLC Dimensional ETF Tr Transaction History
Retirement Guys Formula LLC
- $193 Million
- Q1 2025
A detailed history of Retirement Guys Formula LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Retirement Guys Formula LLC holds 41,672 shares of DFAU stock, worth $1.58 Million. This represents 0.83% of its overall portfolio holdings.
Number of Shares
41,672
Previous 56,089
25.7%
Holding current value
$1.58 Million
Previous $2.27 Million
29.5%
% of portfolio
0.83%
Previous 1.21%
Shares
13 transactions
Others Institutions Holding DFAU
# of Institutions
492Shares Held
204MCall Options Held
0Put Options Held
400-
Essential Planning, Llc. Portsmouth, NH77.8MShares$2.95 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC5.63MShares$214 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$158 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$138 Million1.81% of portfolio
-
Aquire Wealth Advisors, LLC3.62MShares$137 Million45.35% of portfolio