Retirement Planning Group Dimensional ETF Tr Transaction History
Retirement Planning Group
- $2.04 Billion
- Q3 2025
A detailed history of Retirement Planning Group transactions in Dimensional ETF Tr stock. As of the latest transaction made, Retirement Planning Group holds 10,172 shares of DFAI stock, worth $377,279. This represents 0.02% of its overall portfolio holdings.
Number of Shares
10,172
Previous 9,943
2.3%
Holding current value
$377,279
Previous $343,000
7.58%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding DFAI
# of Institutions
711Shares Held
283MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ16.1MShares$598 Million0.73% of portfolio
-
Coldstream Capital Management Inc11.1MShares$411 Million5.61% of portfolio
-
Envestnet Asset Management Inc9.95MShares$369 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC8.18MShares$303 Million0.02% of portfolio
-
Wiley Bros. Aintree Capital, LLC8.05MShares$299 Million1.96% of portfolio