Financial Symmetry Inc Dimensional ETF Tr U S Small C Transaction History
Financial Symmetry Inc
- $194 Billion
- Q2 2025
A detailed history of Financial Symmetry Inc transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Financial Symmetry Inc holds 7,379 shares of DFAS stock, worth $508,117. This represents 0.24% of its overall portfolio holdings.
Number of Shares
7,379
Previous 6,505
13.44%
Holding current value
$508,117
Previous $389 Million
20.95%
% of portfolio
0.24%
Previous 0.24%
Shares
6 transactions
Others Institutions Holding DFAS
# of Institutions
845Shares Held
133MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS20.2MShares$1.39 Billion1.11% of portfolio
-
Northern Trust Corp Chicago, IL7.85MShares$541 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.22MShares$428 Million0.03% of portfolio
-
Index Fund Advisors, Inc.5.83MShares$401 Million21.68% of portfolio
-
Pure Financial Advisors, LLC2.79MShares$192 Million3.23% of portfolio