Financial Symmetry Inc Dimensional ETF Tr Core Fxd In Transaction History
Financial Symmetry Inc
- $148 Billion
- Q4 2024
A detailed history of Financial Symmetry Inc transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Financial Symmetry Inc holds 184,420 shares of DFCF stock, worth $7.76 Million. This represents 5.16% of its overall portfolio holdings.
Number of Shares
184,420
Previous 50,636
264.21%
Holding current value
$7.76 Million
Previous $2.19 Billion
248.02%
% of portfolio
5.16%
Previous 1.53%
Shares
4 transactions
Others Institutions Holding DFCF
# of Institutions
403Shares Held
3.56BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$145 Billion8.57% of portfolio
-
Essential Planning, Llc. Portsmouth, NH11.6MShares$486 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$468 Million12.57% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$125 Million11.32% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$117 Million23.4% of portfolio