Financial Symmetry Inc Dimensional ETF Tr U S Target Transaction History
Financial Symmetry Inc
- $143 Billion
- Q3 2024
A detailed history of Financial Symmetry Inc transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Financial Symmetry Inc holds 10,753 shares of DFAT stock, worth $635,609. This represents 0.42% of its overall portfolio holdings.
Number of Shares
10,753
Previous 7,251
48.3%
Holding current value
$635,609
Previous $376 Million
59.06%
% of portfolio
0.42%
Previous 0.29%
Shares
4 transactions
Others Institutions Holding DFAT
# of Institutions
655Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$836 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$735 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$519 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$436 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$307 Million2.46% of portfolio