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 182,679 shares of DFIC stock, worth $5.08 Million. This represents 3.2% of its overall portfolio holdings.
Number of Shares
182,679
Previous 121,805
49.98%
Holding current value
$5.08 Million
Previous $3.43 Billion
37.75%
% of portfolio
3.2%
Previous 2.39%
Shares
5 transactions
Others Institutions Holding DFIC
# of Institutions
444Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Envestnet Asset Management Inc29.5MShares$819 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$763 Million1.75% of portfolio
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Forum Financial Management, LP Lombard, IL16.4MShares$455 Million8.36% of portfolio
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Evensky & Katz LLC6.13MShares$171 Million10.37% of portfolio
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Rw Investment Management LLC Eagle, ID4.92MShares$137 Million15.48% of portfolio