Sym Financial Corp Dimensional ETF Tr Transaction History
Sym Financial Corp
- $769 Million
- Q4 2024
A detailed history of Sym Financial Corp transactions in Dimensional ETF Tr stock. As of the latest transaction made, Sym Financial Corp holds 6,648,541 shares of DFAI stock, worth $207 Million. This represents 25.25% of its overall portfolio holdings.
Number of Shares
6,648,541
Previous 6,304,666
5.45%
Holding current value
$207 Million
Previous $200 Million
3.11%
% of portfolio
25.25%
Previous 26.89%
Shares
9 transactions
Others Institutions Holding DFAI
# of Institutions
602Shares Held
229MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.01 Billion6.3% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$187 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$187 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$174 Million17.39% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.2MShares$131 Million0.19% of portfolio