Financial Symmetry Inc Dimensional ETF Tr Dimensional Transaction History
Financial Symmetry Inc
- $223 Billion
- Q3 2025
A detailed history of Financial Symmetry Inc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Financial Symmetry Inc holds 311,592 shares of DFIC stock, worth $10.4 Million. This represents 4.58% of its overall portfolio holdings.
Number of Shares
311,592
Previous 259,320
20.16%
Holding current value
$10.4 Million
Previous $8.06 Billion
26.73%
% of portfolio
4.58%
Previous 4.16%
Shares
8 transactions
Others Institutions Holding DFIC
# of Institutions
526Shares Held
282MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.9MShares$1.16 Billion1.95% of portfolio
-
Forum Financial Management, LP Lombard, IL16.5MShares$552 Million8.43% of portfolio
-
Evensky & Katz LLC6.16MShares$205 Million11.71% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.1MShares$170 Million0.2% of portfolio
-
Envestnet Asset Management Inc4.79MShares$160 Million0.05% of portfolio