Financial Symmetry Inc Dimensional ETF Tr Dimensional Transaction History
Financial Symmetry Inc
- $148 Billion
- Q4 2024
A detailed history of Financial Symmetry Inc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Financial Symmetry Inc holds 83,074 shares of DFSV stock, worth $2.48 Million. This represents 1.73% of its overall portfolio holdings.
Number of Shares
83,074
Previous 86,892
4.39%
Holding current value
$2.48 Million
Previous $2.68 Billion
4.46%
% of portfolio
1.73%
Previous 1.87%
Shares
5 transactions
Others Institutions Holding DFSV
# of Institutions
414Shares Held
109MCall Options Held
600Put Options Held
8.2K-
Savant Capital, LLC8.05MShares$240 Million2.02% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK7.62MShares$227 Million3.5% of portfolio
-
Jmg Financial Group, Ltd.5.44MShares$162 Million5.92% of portfolio
-
Mather Group, Llc. Chicago, IL4.17MShares$124 Million1.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.98MShares$118 Million0.19% of portfolio