Retirement Solution Inc. Dimensional ETF Tr Emerging Mk Transaction History

Retirement Solution Inc.

$152 Million
Q1 2025

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 07, 2025	SELL	$24.74 - $27.68 $34,215 - $38,281	-1,383 Reduced 0.63%	219,158 $5.42 Million
Q3 2024 Nov 01, 2024	SELL	$24.27 - $27.34 $64,242 - $72,368	-2,647 Reduced 1.19%	220,541 $5.93 Million
Q2 2024 Jul 25, 2024	BUY	$24.04 - $26.16 $2.83 Million - $3.08 Million	117,861 Added 111.9%	223,188 $5.81 Million
Q1 2024 May 07, 2024	BUY	$22.89 - $24.95 $18,380 - $20,034	803 Added 0.77%	105,327 $2.61 Million
Q4 2023 Feb 02, 2024	BUY	$21.86 - $24.25 $57,448 - $63,729	2,628 Added 2.58%	104,524 $2.53 Million
Q3 2023 Oct 13, 2023	BUY	$22.57 - $24.83 $120,975 - $133,088	5,360 Added 5.55%	101,896 $2.31 Million
Q2 2023 Aug 03, 2023	BUY	$22.74 - $24.7 $96,826 - $105,172	4,258 Added 4.61%	96,536 $2.29 Million
Q1 2023 Apr 13, 2023	BUY	$22.44 - $25.0 $2.07 Million - $2.31 Million	92,278 New	92,278 $2.18 Million

Others Institutions Holding DEHP

# of Institutions

81

Shares Held

5.79M

Call Options Held

0

Put Options Held

0

Unison Advisors LLC

1.27M
Shares

$36.4 Million
4.3% of portfolio
Beacon Pointe Advisors, LLC Newport Beach, CA

383K
Shares

$11 Million
0.11% of portfolio
Rfg Advisory, LLC Birmingham, AL

288K
Shares

$8.25 Million
0.31% of portfolio
Von Borstel & Associates, Inc. The Dalles, OR

260K
Shares

$7.46 Million
1.96% of portfolio
Di Nuzzo Private Wealth, Inc. Beaver, PA

236K
Shares

$6.75 Million
1.0% of portfolio

About DIMENSIONAL ETF TR EMERGING MK

Ticker DEHP
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