Financial Symmetry Inc Dimensional ETF Tr Short Durat Transaction History
Financial Symmetry Inc
- $148 Billion
- Q4 2024
A detailed history of Financial Symmetry Inc transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Financial Symmetry Inc holds 12,192 shares of DFSD stock, worth $577,291. This represents 0.39% of its overall portfolio holdings.
Number of Shares
12,192
Previous 7,415
64.42%
Holding current value
$577,291
Previous $354 Million
61.47%
% of portfolio
0.39%
Previous 0.25%
Shares
4 transactions
Others Institutions Holding DFSD
# of Institutions
332Shares Held
66MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$197 Million1.31% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.98MShares$141 Million2.55% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.71MShares$128 Million1.54% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$123 Million11.2% of portfolio
-
Savant Capital, LLC2.31MShares$109 Million0.88% of portfolio