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 $1.69 Million. This represents 0.99% of its overall portfolio holdings.
Number of Shares
57,090
Previous 90,795
37.12%
Holding current value
$1.69 Million
Previous $2.26 Million
33.76%
% of portfolio
0.99%
Previous 1.54%
Shares
9 transactions
Others Institutions Holding DFAX
# of Institutions
637Shares Held
244MCall Options Held
6.8KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$333 Million3.18% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.84MShares$233 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.62MShares$226 Million0.07% of portfolio
-
Geometric Wealth Advisors7MShares$208 Million33.48% of portfolio
-
Monograph Wealth Advisors, LLC5.54MShares$164 Million21.04% of portfolio