Retirement Guys Formula LLC Dimensional ETF Tr Transaction History
Retirement Guys Formula LLC
- $200 Million
- Q1 2024
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 63,403 shares of DFAU stock, worth $2.4 Million. This represents 1.16% of its overall portfolio holdings.
Number of Shares
63,403
Previous 98,428
35.58%
Holding current value
$2.4 Million
Previous $3.27 Million
29.22%
% of portfolio
1.16%
Previous 1.83%
Shares
9 transactions
Others Institutions Holding DFAU
# of Institutions
386Shares Held
95.3MCall Options Held
0Put Options Held
0-
Modera Wealth Management, LLC4.18MShares$158 Million2.33% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$157 Million5.04% of portfolio
-
Sequoia Financial Advisors, LLC3.67MShares$139 Million1.68% of portfolio
-
Aquire Wealth Advisors, LLC3.23MShares$122 Million41.25% of portfolio
-
Blankinship & Foster, LLC Solana Beach, CA2.67MShares$101 Million25.27% of portfolio