Financial Symmetry Inc Dimensional ETF Tr Transaction History

Financial Symmetry Inc

  • $143 Billion
  • Q3 2024

A detailed history of Financial Symmetry Inc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Financial Symmetry Inc holds 23,913 shares of DFAU stock, worth $990,715. This represents 0.66% of its overall portfolio holdings.

Number of Shares
23,913
Previous 19,862 20.4%
Holding current value
$990,715
Previous $745 Million 27.46%
% of portfolio
0.66%
Previous 0.58%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
BUY
$35.8 - $39.69 $145,025 - $160,784
4,051 Added 20.4%
23,913 $949 Million
Q2 2024

Jul 09, 2024
SELL
$34.53 - $37.67 $38,673 - $42,190
-1,120 Reduced 5.34%
19,862 $745 Million
Q1 2024

Apr 30, 2024
BUY
$32.59 - $36.54 $157,703 - $176,817
4,839 Added 29.98%
20,982 $767 Million
Q4 2023

Jan 31, 2024
BUY
$28.58 - $33.37 $461,366 - $538,691
16,143 New
16,143 $537 Million

Others Institutions Holding DFAU

# of Institutions
408
Shares Held
105M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAU Quotes by TradingView
  • Ticker DFAU
  • Sector ETFs
  • Industry ETFs
More about DFAU
Track This Portfolio

Track Financial Symmetry Inc Portfolio

Follow Financial Symmetry Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Symmetry Inc, based on Form 13F filings with the SEC.

News

Stay updated on Financial Symmetry Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email