Financial Symmetry Inc Dimensional ETF Tr Dimensional Transaction History
Financial Symmetry Inc
- $148 Billion
- Q4 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 178,139 shares of DISV stock, worth $5.28 Million. This represents 3.21% of its overall portfolio holdings.
Number of Shares
178,139
Previous 168,575
5.67%
Holding current value
$5.28 Million
Previous $4.9 Billion
3.45%
% of portfolio
3.21%
Previous 3.42%
Shares
5 transactions
Others Institutions Holding DISV
# of Institutions
324Shares Held
66MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$263 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.39MShares$190 Million3.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$93.4 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.23MShares$66.2 Million1.08% of portfolio
-
Ritholtz Wealth Management1.42MShares$42.2 Million1.12% of portfolio