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 $351,100. This represents 0.25% of its overall portfolio holdings.

Number of Shares
7,415
Previous 7,344 0.97%
Holding current value
$351,100
Previous $345 Million 2.54%
% of portfolio
0.25%
Previous 0.27%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

BUY
$47.0 - $47.84 $3,337 - $3,396
71 Added 0.97%
7,415 $354 Million
Q2 2024

Jul 09, 2024

BUY
$46.64 - $47.15 $42,955 - $43,425
921 Added 14.34%
7,344 $345 Million
Q1 2024

Apr 30, 2024

BUY
$46.78 - $47.19 $300,467 - $303,101
6,423 New
6,423 $302 Million

Others Institutions Holding DFSD

About DIMENSIONAL ETF TR SHORT DURAT


  • Ticker DFSD
  • Sector ETFs
  • Industry ETFs
More about DFSD
Track This Portfolio

Track Financial Symmetry Inc Portfolio

Follow Financial Symmetry Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Symmetry Inc, based on Form 13F filings with the SEC.

News

Stay updated on Financial Symmetry Inc with notifications on news.