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 1,408,445 shares of DFAX stock, worth $35 Million. This represents 26.58% of its overall portfolio holdings.
Number of Shares
1,408,445
Previous 1,333,531
5.62%
Holding current value
$35 Million
Previous $33.9 Billion
12.22%
% of portfolio
26.58%
Previous 26.36%
Shares
4 transactions
Others Institutions Holding DFAX
# of Institutions
512Shares Held
221MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$279 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$226 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$186 Million0.09% of portfolio
-
Geometric Wealth Advisors7.2MShares$179 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$142 Million0.23% of portfolio