Retirement Solution Inc. Dimensional ETF Tr U S Equity Transaction History
Retirement Solution Inc.
- $142 Million
- Q2 2024
A detailed history of Retirement Solution Inc. transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Retirement Solution Inc. holds 490,470 shares of DFUS stock, worth $29.2 Million. This represents 20.29% of its overall portfolio holdings.
Number of Shares
490,470
Previous 500,927
2.09%
Holding current value
$29.2 Million
Previous $28.5 Million
1.13%
% of portfolio
20.29%
Previous 20.2%
Shares
13 transactions
Others Institutions Holding DFUS
# of Institutions
623Shares Held
122MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$473 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.92MShares$352 Million20.2% of portfolio
-
Plancorp, LLC5.04MShares$300 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.15MShares$247 Million0.09% of portfolio
-
Creative Planning Overland Park, KS3.71MShares$221 Million0.23% of portfolio