Retirement Solution Inc. Dimensional ETF Tr U S Core Eq Transaction History
Retirement Solution Inc.
- $147 Million
- Q4 2024
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 428,747 shares of DFAC stock, worth $14.1 Million. This represents 10.1% of its overall portfolio holdings.
Number of Shares
428,747
Previous 395,028
8.54%
Holding current value
$14.1 Million
Previous $13.5 Million
9.52%
% of portfolio
10.1%
Previous 7.92%
Shares
8 transactions
Others Institutions Holding DFAC
# of Institutions
1,066Shares Held
799MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.88 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.53 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.23 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.22 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$596 Million0.26% of portfolio