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 57,090 shares of DFAX stock, worth $1.64 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares

57,090

Previous 90,795 37.12%

Holding current value

$1.64 Million

Previous $2.26 Million 33.76%

% of portfolio

0.99%

Previous 1.54%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	SELL	$24.45 - $27.2 $824,087 - $916,776	-33,705 Reduced 37.12%	57,090 $1.5 Million
Q4 2024 Feb 07, 2025	BUY	$24.76 - $27.04 $204,047 - $222,836	8,241 Added 9.98%	90,795 $2.26 Million
Q3 2024 Nov 01, 2024	BUY	$24.29 - $27.25 $138,185 - $155,025	5,689 Added 7.4%	82,554 $2.23 Million
Q2 2024 Jul 25, 2024	BUY	$24.57 - $26.36 $161,842 - $173,633	6,587 Added 9.37%	76,865 $1.95 Million
Q1 2024 May 07, 2024	BUY	$23.42 - $25.45 $143,845 - $156,313	6,142 Added 9.58%	70,278 $1.79 Million
Q4 2023 Feb 02, 2024	BUY	$21.44 - $24.42 $231,273 - $263,418	10,787 Added 20.22%	64,136 $1.57 Million
Q3 2023 Oct 13, 2023	BUY	$22.41 - $24.35 $663,179 - $720,589	29,593 Added 124.57%	53,349 $1.2 Million
Q2 2023 Aug 03, 2023	BUY	$22.56 - $24.03 $19,717 - $21,002	874 Added 3.82%	23,756 $553,000
Q1 2023 Apr 13, 2023	BUY	$21.74 - $23.72 $497,454 - $542,761	22,882 New	22,882 $527,000

Others Institutions Holding DFAX

# of Institutions

607

Shares Held

248M

Call Options Held

6.8K

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAX

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Retirement Solution Inc. Dimensional ETF Tr Transaction History