Financial Symmetry Inc Dimensional ETF Tr U S Core Eq Transaction History
Financial Symmetry Inc
- $163 Billion
- Q1 2025
A detailed history of Financial Symmetry Inc transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Financial Symmetry Inc holds 1,229,852 shares of DFAC stock, worth $42.1 Million. This represents 24.92% of its overall portfolio holdings.
Number of Shares
1,229,852
Previous 1,110,258
10.77%
Holding current value
$42.1 Million
Previous $38.4 Billion
5.65%
% of portfolio
24.92%
Previous 26.03%
Shares
6 transactions
Others Institutions Holding DFAC
# of Institutions
1,092Shares Held
814MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.84 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.79 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.29 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.28 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$595 Million0.23% of portfolio