Retirement Solution Inc. Dimensional ETF Tr Transaction History
Retirement Solution Inc.
- $152 Million
- Q1 2025
A detailed history of Retirement Solution Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Retirement Solution Inc. holds 90,396 shares of DFAU stock, worth $3.32 Million. This represents 2.29% of its overall portfolio holdings.
Number of Shares
90,396
Previous 95,809
5.65%
Holding current value
$3.32 Million
Previous $3.88 Million
10.44%
% of portfolio
2.29%
Previous 2.64%
Shares
18 transactions
Others Institutions Holding DFAU
# of Institutions
486Shares Held
2.18BCall Options Held
0Put Options Held
400-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$72.9 Billion4.8% of portfolio
-
Essential Planning, Llc. Portsmouth, NH77.8MShares$2.86 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC4.94MShares$182 Million1.73% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$153 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$134 Million1.81% of portfolio