Retirement Solution Inc. Dimensional ETF Tr Transaction History
Retirement Solution Inc.
- $164 Million
- Q3 2025
A detailed history of Retirement Solution Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Retirement Solution Inc. holds 84,991 shares of DFAU stock, worth $3.91 Million. This represents 2.37% of its overall portfolio holdings.
Number of Shares
84,991
Previous 90,436
6.02%
Holding current value
$3.91 Million
Previous $3.83 Million
1.54%
% of portfolio
2.37%
Previous 2.5%
Shares
20 transactions
Others Institutions Holding DFAU
# of Institutions
547Shares Held
149MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC7.01MShares$322 Million2.19% of portfolio
-
Rvw Wealth, LLC4.5MShares$207 Million17.72% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$191 Million5.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.99MShares$184 Million2.05% of portfolio
-
Allworth Financial LP3.81MShares$175 Million0.8% of portfolio