Retirement Solution Inc. Dimensional ETF Tr Transaction History
Retirement Solution Inc.
- $141 Million
- Q1 2024
A detailed history of Retirement Solution Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Retirement Solution Inc. holds 70,278 shares of DFAX stock, worth $1.81 Million. This represents 1.26% of its overall portfolio holdings.
Number of Shares
70,278
Previous 64,136
9.58%
Holding current value
$1.81 Million
Previous $1.57 Million
14.11%
% of portfolio
1.26%
Previous 1.22%
Shares
5 transactions
Others Institutions Holding DFAX
# of Institutions
478Shares Held
213MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.5MShares$297 Million3.33% of portfolio
-
Envestnet Asset Management Inc11MShares$283 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.42MShares$191 Million0.1% of portfolio
-
Geometric Wealth Advisors6.44MShares$166 Million39.35% of portfolio
-
Commonwealth Equity Services, LLC5.73MShares$148 Million0.24% of portfolio