Financial Symmetry Inc Dimensional ETF Tr U S Small C Transaction History
Financial Symmetry Inc
- $163 Billion
- Q1 2025
A detailed history of Financial Symmetry Inc transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Financial Symmetry Inc holds 6,505 shares of DFAS stock, worth $399,667. This represents 0.24% of its overall portfolio holdings.
Number of Shares
6,505
Previous 6,243
4.2%
Holding current value
$399,667
Previous $406 Million
4.34%
% of portfolio
0.24%
Previous 0.28%
Shares
5 transactions
Others Institutions Holding DFAS
# of Institutions
820Shares Held
126MCall Options Held
0Put Options Held
100-
Creative Planning Overland Park, KS16.8MShares$1.03 Billion0.95% of portfolio
-
Northern Trust Corp Chicago, IL7.97MShares$490 Million0.07% of portfolio
-
Index Fund Advisors, Inc.5.85MShares$359 Million22.41% of portfolio
-
Bank Of America Corp Charlotte, NC5.38MShares$330 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$167 Million1.82% of portfolio