Financial Symmetry Inc Dimensional ETF Tr Dimensional Transaction History
Financial Symmetry Inc
- $245 Billion
- Q4 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 359,709 shares of DFIC stock, worth $12 Million. This represents 5.06% of its overall portfolio holdings.
Number of Shares
359,709
Previous 311,592
15.44%
Holding current value
$12 Million
Previous $10.2 Billion
21.32%
% of portfolio
5.06%
Previous 4.58%
Shares
9 transactions
Others Institutions Holding DFIC
# of Institutions
551Shares Held
292MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.9MShares$1.16 Billion1.95% of portfolio
-
Forum Financial Management, LP Lombard, IL16.5MShares$552 Million8.29% of portfolio
-
Evensky & Katz LLC6.16MShares$205 Million11.71% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.1MShares$170 Million0.2% of portfolio
-
Envestnet Asset Management Inc4.79MShares$160 Million0.05% of portfolio