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 9,010 shares of DFIV stock, worth $335,802. This represents 0.24% of its overall portfolio holdings.
Number of Shares
9,010
Previous 9,010
-0.0%
Holding current value
$335,802
Previous $324 Million
5.95%
% of portfolio
0.24%
Previous 0.25%
Shares
2 transactions
Others Institutions Holding DFIV
# of Institutions
539Shares Held
185MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc18.9MShares$706 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO16.7MShares$623 Million1.52% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$416 Million4.47% of portfolio
-
Savant Capital, LLC7.75MShares$289 Million2.51% of portfolio
-
Northern Trust Corp Chicago, IL6.7MShares$250 Million0.04% of portfolio