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 $945,041. This represents 0.66% of its overall portfolio holdings.
Number of Shares
23,913
Previous 19,862
20.4%
Holding current value
$945,041
Previous $745 Million
27.46%
% of portfolio
0.66%
Previous 0.58%
Shares
4 transactions
Others Institutions Holding DFAU
# of Institutions
409Shares Held
105MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$191 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$164 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$145 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$138 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$114 Million0.71% of portfolio