Financial Symmetry Inc Dimensional ETF Tr U S Core Eq Transaction History
Financial Symmetry Inc
- $148 Billion
- Q4 2024
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 1,110,258 shares of DFAC stock, worth $39.1 Million. This represents 26.03% of its overall portfolio holdings.
Number of Shares
1,110,258
Previous 1,045,199
6.22%
Holding current value
$39.1 Million
Previous $35.8 Billion
7.15%
% of portfolio
26.03%
Previous 25.04%
Shares
5 transactions
Others Institutions Holding DFAC
# of Institutions
1,054Shares Held
797MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$2.02 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.64 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.32 Billion25.73% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.31 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$639 Million0.26% of portfolio