Retirement Planning Group Dimensional ETF Tr U S Core Eq Transaction History
Retirement Planning Group
- $1.51 Billion
- Q1 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 99,175 shares of DFAC stock, worth $3.4 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
99,175
Previous 100,641
1.46%
Holding current value
$3.4 Million
Previous $3.48 Million
6.61%
% of portfolio
0.22%
Previous 0.21%
Shares
8 transactions
Others Institutions Holding DFAC
# of Institutions
1,092Shares Held
814MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.84 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.79 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.29 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.28 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$595 Million0.23% of portfolio