RR

Relaxing Retirement Coach

13F
Relaxing Retirement Coach
Last update 2023-07-27 76 Stocks (9 new)
Value $332.00 Mil Turnover 7 %
Countries:
Top Holdings: DFUS(19.32%)DFIC(16.15%)DFAS(8.81%)DFEM(7.40%)DFCF(6.91%)
Portfolio Report
Summary Stock Picks Current Portfolio
Relaxing Retirement Coach Top Holdings of 2023-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DFUS 		Dimensional U.S. Equity ETF
1,332,675
64181.800
+3.62%
19.320
+0.67%
0.980
+13.66%
+25.89%
11972.403
 
DFIC 		Dimensional International Core Equity 2 ETF
2,211,197
53665.730
+7.10%
16.150
+1.07%
1.630
+3.47%
+5.13%
6975.713
 
DFAS 		Dimensional U.S. Small Cap ETF
534,148
29271.130
+4.57%
8.810
+0.39%
0.550
+14.40%
+16.20%
9599.817
 
DFEM 		Dimensional Emerging Markets Core Equity 2 ETF
1,022,219
24584.330
+7.36%
7.400
+0.51%
1.430
+4.80%
+9.38%
4365.273
 
DFCF 		Dimensional Core Fixed Income ETF
549,901
22947.250
+17.74%
6.910
+1.04%
0.850
-0.59%
-0.54%
5762.529
 
DFAT 		Dimensional U.S. Targeted Value ETF
369,090
17122.090
+12.28%
5.150
+0.56%
0.210
+12.65%
+13.13%
11305.941
 
DFLV 		Dimensional US Large Cap Value ETF
443,282
11259.180
+36.64%
3.390
+0.91%
2.180
+10.15%
+18.37%
2739.315
 
DFNM 		Dimensional National Municipal Bond ETF
222,984
10620.830
-0.81%
3.200
-0.03%
1.340
-0.33%
-0.89%
1387.108
 
DFAR 		Dimensional US Real Estate ETF
469,441
10102.390
+23.03%
3.040
+0.57%
1.670
+5.24%
+10.47%
1214.554
 
SCHX 		Schwab U.S. Large-Cap ETF
163,157
8544.470
-0.77%
2.570
-0.02%
0.030
+13.25%
+25.96%
52078.240
 

Relaxing Retirement Coach's Historical Top Holdings Breakdowns

Relaxing Retirement Coach's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DFIC 		Dimensional International Core Equity 2 ETF2023-06-30Add
+1.07%
●
23.2 ($24.09) 24.61
$26.84
11.42%
Add 7.1%
2,211,197
146,545
DFCF 		Dimensional Core Fixed Income ETF2023-06-30Add
+1.04%
●
41.26 ($41.83) 42.36
$42.17
0.81%
Add 17.74%
549,901
82,857
DFLV 		Dimensional US Large Cap Value ETF2023-06-30Add
+0.91%
●
23.61 ($24.46) 25.4
$32.02
30.91%
Add 36.64%
443,282
118,856
DFAI 		Dimensional International Core Equity Market ETF2023-06-30Reduce
-0.82%
●
26.12 ($27.05) 27.69
$30.29
11.98%
Reduce -58.78%
64,026
-91,292
DFUS 		Dimensional U.S. Equity ETF2023-06-30Add
+0.67%
●
43.62 ($45.34) 48.16
$65.25
43.91%
Add 3.62%
1,332,675
46,557
DFAR 		Dimensional US Real Estate ETF2023-06-30Add
+0.57%
●
20.07 ($21.01) 21.52
$25.12
19.56%
Add 23.03%
469,441
87,876
DFAT 		Dimensional U.S. Targeted Value ETF2023-06-30Add
+0.56%
●
41.26 ($43.73) 46.39
$59.20
35.38%
Add 12.28%
369,090
40,361
DFEM 		Dimensional Emerging Markets Core Equity 2 ETF2023-06-30Add
+0.51%
●
22.85 ($23.59) 24.66
$27.30
15.73%
Add 7.36%
1,022,219
70,073
DFAS 		Dimensional U.S. Small Cap ETF2023-06-30Add
+0.39%
●
49.7 ($52.04) 54.8
$69.28
33.13%
Add 4.57%
534,148
23,348
DFUV 		Dimensional US Marketwide Value ETF2023-06-30Add
+0.28%
●
32.16 ($33.27) 34.5
$43.47
30.66%
Add 40.51%
92,346
26,623

Relaxing Retirement Coach Total Holding History ($B)

To

Relaxing Retirement Coach's Asset Allocation

To

Relaxing Retirement Coach Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Relaxing Retirement Coach's Hypothetical Growth since 2023-06-30

Relaxing Retirement Coach's Yearly Returns

Year Portfolio % % Excess Gain %

Relaxing Retirement Coach's Holdings Heat Map

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Relaxing Retirement Coach's Holdings Bubble Chart

Relaxing Retirement Coach News

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