Retirement Solution Inc. Dimensional ETF Tr Dimensional Transaction History
Retirement Solution Inc.
- $164 Million
- Q3 2025
A detailed history of Retirement Solution Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Retirement Solution Inc. holds 635,916 shares of DFSV stock, worth $20 Million. This represents 12.34% of its overall portfolio holdings.
Number of Shares
635,916
Previous 630,891
0.8%
Holding current value
$20 Million
Previous $18.6 Million
9.05%
% of portfolio
12.34%
Previous 12.12%
Shares
11 transactions
Others Institutions Holding DFSV
# of Institutions
496Shares Held
140MCall Options Held
0Put Options Held
0-
Savant Capital, LLC13.4MShares$421 Million2.39% of portfolio
-
Mather Group, Llc. Chicago, IL6.51MShares$204 Million2.11% of portfolio
-
Jmg Financial Group, Ltd.5.61MShares$176 Million5.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.14MShares$161 Million0.26% of portfolio
-
Cerity Partners LLC New York, NY3.46MShares$109 Million0.18% of portfolio