Financial Symmetry Inc Dimensional ETF Tr U S Small C Transaction History
Financial Symmetry Inc
- $129 Billion
- Q2 2024
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 4,611 shares of DFAS stock, worth $293,167. This represents 0.22% of its overall portfolio holdings.
Number of Shares
4,611
Previous 4,874
5.4%
Holding current value
$293,167
Previous $304 Million
8.83%
% of portfolio
0.22%
Previous 0.27%
Shares
3 transactions
Others Institutions Holding DFAS
# of Institutions
663Shares Held
105MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.3MShares$721 Million0.73% of portfolio
-
Northern Trust Corp Chicago, IL6.97MShares$443 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.72MShares$427 Million23.41% of portfolio
-
Bank Of America Corp Charlotte, NC4.45MShares$283 Million0.02% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$173 Million1.82% of portfolio