Retirement Solution Inc. Dimensional ETF Tr U S Core Eq Transaction History
Retirement Solution Inc.
- $152 Million
- Q1 2025
A detailed history of Retirement Solution Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Retirement Solution Inc. holds 498,565 shares of DFAC stock, worth $18.2 Million. This represents 10.85% of its overall portfolio holdings.
Number of Shares
498,565
Previous 428,747
16.28%
Holding current value
$18.2 Million
Previous $14.8 Million
10.87%
% of portfolio
10.85%
Previous 10.1%
Shares
9 transactions
Others Institutions Holding DFAC
# of Institutions
1,114Shares Held
825MCall Options Held
46.6KPut Options Held
600-
Envestnet Asset Management Inc54.8MShares$2 Billion0.6% of portfolio
-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.96 Billion4.13% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.42 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.36 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$633 Million0.23% of portfolio