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 217,224 shares of DISV stock, worth $7.8 Million. This represents 3.47% of its overall portfolio holdings.

Number of Shares

217,224

Previous 202,674 7.18%

Holding current value

$7.8 Million

Previous $6.67 Billion 16.04%

% of portfolio

3.47%

Previous 3.44%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Dec 17, 2025	BUY	$32.78 - $35.79 $476,949 - $520,744	14,550 Added 7.18%	217,224 $7.74 Billion
Q2 2025 Jul 29, 2025	BUY	$25.93 - $32.91 $198,623 - $252,090	7,660 Added 3.93%	202,674 $6.67 Billion
Q1 2025 Apr 30, 2025	BUY	$26.09 - $30.21 $440,268 - $509,793	16,875 Added 9.47%	195,014 $5.68 Billion
Q4 2024 Feb 04, 2025	BUY	$26.18 - $28.77 $250,385 - $275,156	9,564 Added 5.67%	178,139 $4.73 Billion
Q3 2024 Oct 21, 2024	BUY	$26.06 - $29.18 $179,918 - $201,458	6,904 Added 4.27%	168,575 $4.9 Billion

Q2 2024 Jul 09, 2024	BUY	$26.23 - $28.56 $780,080 - $849,374	29,740 Added 22.54%	161,671 $4.35 Billion
Q1 2024 Apr 30, 2024	BUY	$24.73 - $27.24 $270,793 - $298,278	10,950 Added 9.05%	131,931 $3.59 Billion
Q4 2023 Jan 31, 2024	BUY	$22.43 - $25.87 $2.71 Million - $3.13 Million	120,981 New	120,981 $3.12 Billion

Others Institutions Holding DISV

# of Institutions

390

Shares Held

82.4M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
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Financial Symmetry Inc Dimensional ETF Tr Dimensional Transaction History