Retirement Planning Group Dimensional ETF Tr U S Core Eq Transaction History
Retirement Planning Group
- $1.58 Billion
- Q3 2024
A detailed history of Retirement Planning Group transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Retirement Planning Group holds 100,620 shares of DFAC stock, worth $3.62 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
100,620
Previous 93,450
7.67%
Holding current value
$3.62 Million
Previous $3.01 Million
14.54%
% of portfolio
0.22%
Previous 0.22%
Shares
6 transactions
Others Institutions Holding DFAC
# of Institutions
1,046Shares Held
796MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$2.06 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.67 Billion3.97% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.34 Billion13.39% of portfolio
-
Forum Financial Management, LP Lombard, IL36.8MShares$1.32 Billion25.63% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$653 Million0.26% of portfolio