Retirement Income Solutions, Inc Dimensional ETF Tr Transaction History
Retirement Income Solutions, Inc
- $434 Million
- Q3 2024
A detailed history of Retirement Income Solutions, Inc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Retirement Income Solutions, Inc holds 13,691 shares of DFAX stock, worth $350,626. This represents 0.09% of its overall portfolio holdings.
Number of Shares
13,691
Previous 13,691
-0.0%
Holding current value
$350,626
Previous $348,000
6.03%
% of portfolio
0.09%
Previous 0.08%
Shares
1 transactions
Others Institutions Holding DFAX
# of Institutions
518Shares Held
226MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$288 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$233 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$192 Million0.09% of portfolio
-
Geometric Wealth Advisors7.2MShares$184 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$146 Million0.23% of portfolio