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 178,139 shares of DISV stock, worth $5.03 Million. This represents 3.21% of its overall portfolio holdings.

Number of Shares
178,139
Previous 168,575 5.67%
Holding current value
$5.03 Million
Previous $4.9 Billion 3.45%
% of portfolio
3.21%
Previous 3.42%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
BUY
$26.18 - $28.77 $250,385 - $275,156
9,564 Added 5.67%
178,139 $4.73 Billion
Q3 2024

Oct 21, 2024
BUY
$26.06 - $29.18 $179,918 - $201,458
6,904 Added 4.27%
168,575 $4.9 Billion
Q2 2024

Jul 09, 2024
BUY
$26.23 - $28.56 $780,080 - $849,374
29,740 Added 22.54%
161,671 $4.35 Billion
Q1 2024

Apr 30, 2024
BUY
$24.73 - $27.24 $270,793 - $298,278
10,950 Added 9.05%
131,931 $3.59 Billion
Q4 2023

Jan 31, 2024
BUY
$22.43 - $25.87 $2.71 Million - $3.13 Million
120,981 New
120,981 $3.12 Billion

Others Institutions Holding DISV

# of Institutions
323
Shares Held
66M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DISV Quotes by TradingView
  • Ticker DISV
  • Sector ETFs
  • Industry ETFs
More about DISV
Track This Portfolio

Track Financial Symmetry Inc Portfolio

Follow Financial Symmetry Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Symmetry Inc, based on Form 13F filings with the SEC.

News

Stay updated on Financial Symmetry Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email