Financial Symmetry Inc Dimensional ETF Tr Transaction History
Financial Symmetry Inc
- $163 Billion
- Q1 2025
A detailed history of Financial Symmetry Inc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Financial Symmetry Inc holds 67,850 shares of DFAI stock, worth $2.2 Million. This represents 1.3% of its overall portfolio holdings.
Number of Shares
67,850
Previous 64,840
4.64%
Holding current value
$2.2 Million
Previous $1.89 Billion
11.99%
% of portfolio
1.3%
Previous 1.28%
Shares
6 transactions
Others Institutions Holding DFAI
# of Institutions
625Shares Held
234MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.05 Billion6.3% of portfolio
-
Envestnet Asset Management Inc7.43MShares$241 Million0.08% of portfolio
-
Sym Financial Corp6.65MShares$216 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$194 Million0.01% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$181 Million17.39% of portfolio