Retirement Solution Inc. Dimensional ETF Tr Transaction History
Retirement Solution Inc.
- $171 Million
- Q3 2024
A detailed history of Retirement Solution Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Retirement Solution Inc. holds 82,554 shares of DFAX stock, worth $2.09 Million. This represents 1.3% of its overall portfolio holdings.
Number of Shares
82,554
Previous 76,865
7.4%
Holding current value
$2.09 Million
Previous $1.95 Million
14.13%
% of portfolio
1.3%
Previous 1.37%
Shares
7 transactions
Others Institutions Holding DFAX
# of Institutions
512Shares Held
221MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$285 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$230 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$190 Million0.09% of portfolio
-
Geometric Wealth Advisors7.2MShares$182 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$144 Million0.23% of portfolio