Sym Financial Corp Dimensional ETF Tr U S Core Eq Transaction History
Sym Financial Corp
- $769 Million
- Q4 2024
A detailed history of Sym Financial Corp transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Sym Financial Corp holds 12,273 shares of DFAC stock, worth $415,072. This represents 0.06% of its overall portfolio holdings.
Number of Shares
12,273
Previous 11,569
6.09%
Holding current value
$415,072
Previous $396,000
7.07%
% of portfolio
0.06%
Previous 0.05%
Shares
5 transactions
Others Institutions Holding DFAC
# of Institutions
1,057Shares Held
797MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.94 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.57 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.27 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.26 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$614 Million0.26% of portfolio