Financial Symmetry Inc Dimensional ETF Tr U S Core Eq Transaction History
Financial Symmetry Inc
- $143 Billion
- Q3 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 1,045,199 shares of DFAC stock, worth $35.7 Million. This represents 25.04% of its overall portfolio holdings.
Number of Shares
1,045,199
Previous 1,023,441
2.13%
Holding current value
$35.7 Million
Previous $33 Billion
8.62%
% of portfolio
25.04%
Previous 25.66%
Shares
4 transactions
Others Institutions Holding DFAC
# of Institutions
900Shares Held
721MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.82 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.63 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.28 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.27 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$603 Million0.29% of portfolio