Retirement Planning Group Dimensional ETF Tr U S Core Eq Transaction History
Retirement Planning Group
- $1.64 Billion
- Q2 2025
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 98,311 shares of DFAC stock, worth $3.78 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
98,311
Previous 99,175
0.87%
Holding current value
$3.78 Million
Previous $3.25 Million
8.33%
% of portfolio
0.22%
Previous 0.22%
Shares
9 transactions
Others Institutions Holding DFAC
# of Institutions
1,142Shares Held
837MCall Options Held
36.6KPut Options Held
7.1K-
Mercer Global Advisors Inc Denver, CO56.6MShares$2.18 Billion4.2% of portfolio
-
Envestnet Asset Management Inc54.8MShares$2.11 Billion0.6% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.5 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.43 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$671 Million0.22% of portfolio