Financial Symmetry Inc Dimensional ETF Tr Dimensional Transaction History
Financial Symmetry Inc
- $143 Billion
- Q3 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 86,892 shares of DFSV stock, worth $2.67 Million. This represents 1.87% of its overall portfolio holdings.
Number of Shares
86,892
Previous 82,604
5.19%
Holding current value
$2.67 Million
Previous $2.38 Billion
12.57%
% of portfolio
1.87%
Previous 1.85%
Shares
4 transactions
Others Institutions Holding DFSV
# of Institutions
331Shares Held
86.7MCall Options Held
0Put Options Held
0-
Alaska Permanent Fund Corp Juneau, AK8.21MShares$252 Million3.73% of portfolio
-
Jmg Financial Group, Ltd.5.2MShares$160 Million5.67% of portfolio
-
Savant Capital, LLC4.64MShares$143 Million1.31% of portfolio
-
Mather Group, Llc. Chicago, IL2.97MShares$91.1 Million1.18% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.74MShares$84.2 Million0.14% of portfolio