Financial Symmetry Inc Dimensional ETF Tr Core Fxd In Transaction History
Financial Symmetry Inc
- $143 Billion
- Q3 2024
A detailed history of Financial Symmetry Inc transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Financial Symmetry Inc holds 50,636 shares of DFCF stock, worth $2.11 Million. This represents 1.53% of its overall portfolio holdings.
Number of Shares
50,636
Previous 36,324
39.4%
Holding current value
$2.11 Million
Previous $1.51 Billion
44.94%
% of portfolio
1.53%
Previous 1.17%
Shares
3 transactions
Others Institutions Holding DFCF
# of Institutions
329Shares Held
87.7MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.5MShares$437 Million12.4% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.78MShares$116 Million11.43% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.66MShares$111 Million23.84% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.43MShares$101 Million1.24% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.08MShares$86.8 Million12.12% of portfolio