Financial Symmetry Inc Dimensional ETF Tr Transaction History

Financial Symmetry Inc

$223 Billion
Q3 2025

A detailed history of Financial Symmetry Inc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Financial Symmetry Inc holds 1,524,667 shares of DFAX stock, worth $48.8 Million. This represents 21.45% of its overall portfolio holdings.

Number of Shares

1,524,667

Previous 1,438,802 5.97%

Holding current value

$48.8 Million

Previous $42.3 Billion 13.22%

% of portfolio

21.45%

Previous 21.82%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Dec 17, 2025	BUY	$29.25 - $31.56 $2.51 Million - $2.71 Million	85,865 Added 5.97%	1,524,667 $47.8 Billion
Q2 2025 Jul 29, 2025	BUY	$23.37 - $29.39 $1.14 Million - $1.43 Million	48,668 Added 3.5%	1,438,802 $42.3 Billion
Q1 2025 Apr 30, 2025	BUY	$24.45 - $27.2 $1.99 Million - $2.21 Million	81,406 Added 6.22%	1,390,134 $36.4 Billion
Q4 2024 Feb 04, 2025	SELL	$24.76 - $27.04 $2.47 Million - $2.7 Million	-99,717 Reduced 7.08%	1,308,728 $32.5 Billion
Q3 2024 Oct 21, 2024	BUY	$24.29 - $27.25 $1.82 Million - $2.04 Million	74,914 Added 5.62%	1,408,445 $38 Billion

Q2 2024 Jul 09, 2024	BUY	$24.57 - $26.36 $3.9 Million - $4.19 Million	158,773 Added 13.52%	1,333,531 $33.9 Billion
Q1 2024 Apr 30, 2024	BUY	$23.42 - $25.45 $2.55 Million - $2.77 Million	109,000 Added 10.23%	1,174,758 $29.9 Billion
Q4 2023 Jan 31, 2024	BUY	$21.44 - $24.42 $22.8 Million - $26 Million	1,065,758 New	1,065,758 $26 Billion

Others Institutions Holding DFAX

# of Institutions

666

Shares Held

257M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAX

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Financial Symmetry Inc Dimensional ETF Tr Transaction History