Retirement Guys Formula LLC Dimensional ETF Tr Transaction History
Retirement Guys Formula LLC
- $252 Million
- Q2 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 41,516 shares of DFAU stock, worth $1.9 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
41,516
Previous 41,672
0.37%
Holding current value
$1.9 Million
Previous $1.6 Million
9.81%
% of portfolio
0.7%
Previous 0.83%
Shares
14 transactions
Others Institutions Holding DFAU
# of Institutions
533Shares Held
140MCall Options Held
58.3KPut Options Held
0-
Rvw Wealth, LLC4.33MShares$198 Million17.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$190 Million5.04% of portfolio
-
Allworth Financial LP3.81MShares$174 Million0.8% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.77MShares$172 Million1.91% of portfolio
-
Modera Wealth Management, LLC3.47MShares$158 Million1.86% of portfolio