Financial Symmetry Inc Dimensional ETF Tr U S Small C Transaction History
Financial Symmetry Inc
- $148 Billion
- Q4 2024
A detailed history of Financial Symmetry Inc transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Financial Symmetry Inc holds 6,243 shares of DFAS stock, worth $377,763. This represents 0.28% of its overall portfolio holdings.
Number of Shares
6,243
Previous 6,243
-0.0%
Holding current value
$377,763
Previous $405 Million
0.34%
% of portfolio
0.28%
Previous 0.28%
Shares
4 transactions
Others Institutions Holding DFAS
# of Institutions
782Shares Held
119MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$801 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$455 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$396 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$313 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$165 Million1.82% of portfolio