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 $3.45 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
100,620
Previous 93,450
7.67%
Holding current value
$3.45 Million
Previous $3.01 Million
14.54%
% of portfolio
0.22%
Previous 0.22%
Shares
6 transactions
Others Institutions Holding DFAC
# of Institutions
925Shares Held
741MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$1.94 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.72 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.29 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.28 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$609 Million0.28% of portfolio