Financial Symmetry Inc Dimensional ETF Tr Short Durat Transaction History
Financial Symmetry Inc
- $143 Billion
- Q3 2024
A detailed history of Financial Symmetry Inc transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Financial Symmetry Inc holds 7,415 shares of DFSD stock, worth $349,320. This represents 0.25% of its overall portfolio holdings.
Number of Shares
7,415
Previous 7,344
0.97%
Holding current value
$349,320
Previous $345 Million
2.54%
% of portfolio
0.25%
Previous 0.27%
Shares
3 transactions
Others Institutions Holding DFSD
# of Institutions
260Shares Held
49MCall Options Held
0Put Options Held
0-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$113 Million1.35% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$112 Million11.04% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$97.9 Million1.09% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.02MShares$95.3 Million2.21% of portfolio
-
Planning Center, Inc.2.01MShares$94.8 Million16.23% of portfolio