Financial Symmetry Inc Dimensional ETF Tr Dimensional Transaction History
Financial Symmetry Inc
- $143 Billion
- Q3 2024
A detailed history of Financial Symmetry Inc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Financial Symmetry Inc holds 121,805 shares of DFIC stock, worth $3.31 Million. This represents 2.39% of its overall portfolio holdings.
Number of Shares
121,805
Previous 114,516
6.37%
Holding current value
$3.31 Million
Previous $3.01 Billion
13.85%
% of portfolio
2.39%
Previous 2.34%
Shares
4 transactions
Others Institutions Holding DFIC
# of Institutions
352Shares Held
227MCall Options Held
900Put Options Held
0-
Envestnet Asset Management Inc27MShares$734 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO23.3MShares$634 Million1.55% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$429 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$160 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.71MShares$128 Million16.75% of portfolio