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 $17.3 Million. This represents 10.85% of its overall portfolio holdings.
Number of Shares
498,565
Previous 428,747
16.28%
Holding current value
$17.3 Million
Previous $14.8 Million
10.87%
% of portfolio
10.85%
Previous 10.1%
Shares
9 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$1.86 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.81 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.31 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.29 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$602 Million0.23% of portfolio