Financial Symmetry Inc Dimensional ETF Tr U S Core Eq Transaction History
Financial Symmetry Inc
- $194 Billion
- Q2 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 1,420,278 shares of DFAC stock, worth $54.9 Million. This represents 26.29% of its overall portfolio holdings.
Number of Shares
1,420,278
Previous 1,229,852
15.48%
Holding current value
$54.9 Million
Previous $40.6 Billion
25.46%
% of portfolio
26.29%
Previous 24.92%
Shares
7 transactions
Others Institutions Holding DFAC
# of Institutions
1,134Shares Held
835MCall Options Held
36.6KPut Options Held
7.1K-
Mercer Global Advisors Inc Denver, CO56.6MShares$2.19 Billion4.2% of portfolio
-
Envestnet Asset Management Inc54.8MShares$2.12 Billion0.6% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.5 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.44 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$674 Million0.22% of portfolio