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 $2.13 Million. This represents 1.53% of its overall portfolio holdings.
Number of Shares
50,636
Previous 36,324
39.4%
Holding current value
$2.13 Million
Previous $1.51 Billion
44.94%
% of portfolio
1.53%
Previous 1.17%
Shares
3 transactions
Others Institutions Holding DFCF
# of Institutions
324Shares Held
91.3MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.3MShares$433 Million12.38% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA7.66MShares$323 Million11.84% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.78MShares$117 Million11.43% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.43MShares$102 Million1.24% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.41MShares$102 Million24.22% of portfolio