Retirement Solution Inc. Dimensional ETF Tr Transaction History
Retirement Solution Inc.
- $147 Million
- Q4 2024
A detailed history of Retirement Solution Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Retirement Solution Inc. holds 90,795 shares of DFAX stock, worth $2.39 Million. This represents 1.54% of its overall portfolio holdings.
Number of Shares
90,795
Previous 82,554
9.98%
Holding current value
$2.39 Million
Previous $2.23 Million
1.26%
% of portfolio
1.54%
Previous 1.3%
Shares
8 transactions
Others Institutions Holding DFAX
# of Institutions
570Shares Held
242MCall Options Held
2KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$296 Million3.18% of portfolio
-
Envestnet Asset Management Inc8.34MShares$219 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$199 Million0.08% of portfolio
-
Geometric Wealth Advisors7.56MShares$199 Million35.57% of portfolio
-
Commonwealth Equity Services, LLC6.03MShares$159 Million0.22% of portfolio