Retirement Solution Inc. Dimensional ETF Tr Transaction History
Retirement Solution Inc.
- $142 Million
- Q2 2024
A detailed history of Retirement Solution Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Retirement Solution Inc. holds 131,317 shares of DFAU stock, worth $4.98 Million. This represents 3.46% of its overall portfolio holdings.
Number of Shares
131,317
Previous 135,832
3.32%
Holding current value
$4.98 Million
Previous $4.96 Million
0.81%
% of portfolio
3.46%
Previous 3.51%
Shares
15 transactions
Others Institutions Holding DFAU
# of Institutions
399Shares Held
105MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.38MShares$166 Million2.04% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$157 Million5.04% of portfolio
-
Modera Wealth Management, LLC4.01MShares$152 Million2.23% of portfolio
-
Aquire Wealth Advisors, LLC3.37MShares$128 Million42.46% of portfolio
-
Blankinship & Foster, LLC Solana Beach, CA2.77MShares$105 Million26.74% of portfolio