Retirement Guys Formula LLC Dimensional ETF Tr Transaction History
Retirement Guys Formula LLC
- $188 Million
- Q4 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 56,089 shares of DFAU stock, worth $2.34 Million. This represents 1.21% of its overall portfolio holdings.
Number of Shares
56,089
Previous 61,624
8.98%
Holding current value
$2.34 Million
Previous $2.45 Million
7.12%
% of portfolio
1.21%
Previous 1.17%
Shares
12 transactions
Others Institutions Holding DFAU
# of Institutions
424Shares Held
2.09BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$82.6 Billion4.8% of portfolio
-
Sequoia Financial Advisors, LLC4.82MShares$201 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$173 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$153 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$146 Million43.58% of portfolio