Retirement Solution Inc. Dimensional ETF Tr Transaction History
Retirement Solution Inc.
- $153 Million
- Q2 2025
A detailed history of Retirement Solution Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Retirement Solution Inc. holds 90,436 shares of DFAU stock, worth $4.16 Million. This represents 2.5% of its overall portfolio holdings.
Number of Shares
90,436
Previous 90,396
0.04%
Holding current value
$4.16 Million
Previous $3.47 Million
10.25%
% of portfolio
2.5%
Previous 2.29%
Shares
19 transactions
Others Institutions Holding DFAU
# of Institutions
531Shares Held
139MCall Options Held
58.3KPut Options Held
0-
Rvw Wealth, LLC4.33MShares$199 Million17.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$191 Million5.04% of portfolio
-
Allworth Financial LP3.81MShares$175 Million0.8% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.77MShares$173 Million1.91% of portfolio
-
Modera Wealth Management, LLC3.47MShares$160 Million1.86% of portfolio