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 168,575 shares of DISV stock, worth $4.65 Million. This represents 3.42% of its overall portfolio holdings.
Number of Shares
168,575
Previous 161,671
4.27%
Holding current value
$4.65 Million
Previous $4.35 Billion
12.62%
% of portfolio
3.42%
Previous 3.38%
Shares
4 transactions
Others Institutions Holding DISV
# of Institutions
268Shares Held
57.3MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.39MShares$231 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.21MShares$171 Million3.44% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$86.8 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.56MShares$42.9 Million1.19% of portfolio
-
Ritholtz Wealth Management1.35MShares$37.3 Million1.2% of portfolio