Retirement Solution Inc. Dimensional ETF Tr Emerging Mk Transaction History
Retirement Solution Inc.
- $142 Million
- Q2 2024
A detailed history of Retirement Solution Inc. transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Retirement Solution Inc. holds 209,896 shares of DFEV stock, worth $5.69 Million. This represents 4.06% of its overall portfolio holdings.
Number of Shares
209,896
Previous 104,528
100.8%
Holding current value
$5.69 Million
Previous $2.71 Million
112.75%
% of portfolio
4.06%
Previous 1.92%
Shares
6 transactions
Others Institutions Holding DFEV
# of Institutions
149Shares Held
16.6MCall Options Held
0Put Options Held
0-
Asset Dedication, LLC2.29MShares$62.1 Million4.42% of portfolio
-
Ritholtz Wealth Management932KShares$25.3 Million0.85% of portfolio
-
True Wealth Design, LLC Akron, OH767KShares$20.8 Million5.21% of portfolio
-
Marquette Asset Management, LLC631KShares$17.1 Million2.96% of portfolio
-
Beacon Pointe Advisors, LLC Newport Beach, CA593KShares$16.1 Million0.2% of portfolio