RS

Retirement Solution LLC

13F
Retirement Solution LLC
Last update 2025-04-17 40 Stocks (3 new)
Value $363.00 Mil Turnover 9 %
Countries:
Top Holdings: DFSU(53.49%)DUHP(11.67%)DFUS(7.87%)DFSV(4.79%)DFAC(4.53%)
Summary Stock Picks Current Portfolio
Retirement Solution LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DFSU
Dimensional US Sustainability Core 1 ETF
Dimensional US Sustainability Core 1 ETF
5,425,580
194,290.0
-4.24%
53.490
-2.39%
15.240
+18.96%
+5.75%
1,519.8
 
DUHP
Dimensional US High Profitability ETF
Dimensional US High Profitability ETF
1,278,843
42,380.8
+89.47%
11.670
+5.51%
0.560
+15.80%
+7.66%
8,829.1
 
DFUS
Dimensional U.S. Equity Market ETF
472,678
28,587.6
-0.22%
7.870
-0.02%
0.210
+20.05%
+7.40%
15,782.0
 
DFSV
Dimensional US Small Cap Value ETF
618,630
17,414.4
-1.25%
4.790
-0.06%
0.410
+18.92%
-0.62%
4,865.2
 
DFAC
Dimensional U.S. Core Equity 2 ETF
498,565
16,447.7
+16.28%
4.530
+0.63%
0.050
+18.73%
+6.19%
35,543.3
 
DFSI
Dimensional International Sustainability Core 1 ETF
Dimensional International Sustainability Core 1 ETF
377,237
13,161.8
-6.76%
3.620
-0.24%
2.050
+12.34%
+20.64%
745.3
 
MSFT
Microsoft Corp
28,096
10,546.9
+3.84%
2.900
+0.11%
0.000
+38.94%
+21.47%
3,790,969.0
Software
DFSE
Dimensional Emerging Markets Sustainability Core 1 ETF
Dimensional Emerging Markets Sustainability Core 1 ETF
262,876
8,853.7
+25.61%
2.440
+0.50%
2.430
+19.45%
+17.74%
425.0
 
AAPL
Apple Inc
47,398
6,826.5
+289.59%
1.880
+1.40%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
QQQ
INVESCO QQQ Trust
10,099
4,735.6
+1.12%
1.300
+0.01%
0.000
+26.52%
+10.07%
357,775.2
 

Retirement Solution LLC's Historical Top Holdings Breakdowns

Retirement Solution LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DUHP
Dimensional US High Profitability ETF
Dimensional US High Profitability ETF
2025-03-31
Add
Add
+5.51%
●
32.57 ($34.36) 35.83
$36.17
5.27%
Add 89.47%
1,278,843
603,882
DFSU
Dimensional US Sustainability Core 1 ETF
Dimensional US Sustainability Core 1 ETF
2025-03-31
Reduce
Reduce
-2.39%
●
35.3 ($37.97) 39.61
$39.89
5.06%
Reduce -4.24%
5,425,580
-240,385
DFEV
Dimensional Emerging Markets Value ETF
Dimensional Emerging Markets Value ETF
2025-03-31
Sold Out
Sold Out
-1.43%
●
25.44 ($26.86) 27.95
$30.48
13.48%
Sold Out
0
-207,694
DEHP
Dimensional Emerging Markets High Profitability ETF
Dimensional Emerging Markets High Profitability ETF
2025-03-31
Sold Out
Sold Out
-1.42%
●
24.27 ($25.39) 26.2
$28.36
11.70%
Sold Out
0
-219,158
AAPL
Apple Inc
2025-03-31
Add
Add
+1.40%
●
209.68 ($231.67) 247.1
$211.18
-8.84%
Add 289.59%
47,398
35,232
DISV
Dimensional International Small Cap Value ETF
Dimensional International Small Cap Value ETF
2025-03-31
Sold Out
Sold Out
-1.05%
●
26.08 ($28.17) 30.23
$32.99
17.11%
Sold Out
0
-151,209
DIHP
Dimensional International High Profitability ETF
Dimensional International High Profitability ETF
2025-03-31
Sold Out
Sold Out
-1.02%
●
25.1 ($26.73) 27.85
$29.07
8.77%
Sold Out
0
-153,946
DFAC
Dimensional U.S. Core Equity 2 ETF
2025-03-31
Add
Add
+0.63%
●
32.42 ($34.71) 36.1
$36.53
5.24%
Add 16.28%
498,565
69,818
DFSE
Dimensional Emerging Markets Sustainability Core 1 ETF
Dimensional Emerging Markets Sustainability Core 1 ETF
2025-03-31
Add
Add
+0.50%
●
32.08 ($33.88) 35.11
$38.64
14.05%
Add 25.61%
262,876
53,595
SBUX
Starbucks Corp
2025-03-31
Add
Add
+0.37%
●
92.17 ($103.37) 115.81
$93.80
-9.26%
Add 239.32%
29,460
20,778

Retirement Solution LLC Total Holding History ($B)

To

Retirement Solution LLC's Asset Allocation

To

Retirement Solution LLC Past Portfolios

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

Top Ranked Articles

  • 1

Retirement Solution LLC's Hypothetical Growth since 2025-03-31

Retirement Solution LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Retirement Solution LLC's Holdings Heat Map

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Retirement Solution LLC's Holdings Bubble Chart

Retirement Solution LLC News

  • 1

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