Financial Symmetry Inc Dimensional ETF Tr Transaction History
Financial Symmetry Inc
- $148 Billion
- Q4 2024
A detailed history of Financial Symmetry Inc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Financial Symmetry Inc holds 1,308,728 shares of DFAX stock, worth $33.7 Million. This represents 22.05% of its overall portfolio holdings.
Number of Shares
1,308,728
Previous 1,408,445
7.08%
Holding current value
$33.7 Million
Previous $38 Billion
14.48%
% of portfolio
22.05%
Previous 26.58%
Shares
5 transactions
Others Institutions Holding DFAX
# of Institutions
542Shares Held
239MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$289 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$234 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$195 Million0.08% of portfolio
-
Geometric Wealth Advisors7.56MShares$195 Million35.57% of portfolio
-
Commonwealth Equity Services, LLC6.03MShares$155 Million0.22% of portfolio