Financial Symmetry Inc Dimensional ETF Tr U S Small C Transaction History
Financial Symmetry Inc
- $143 Billion
- Q3 2024
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 6,243 shares of DFAS stock, worth $420,029. This represents 0.28% of its overall portfolio holdings.
Number of Shares
6,243
Previous 4,611
35.39%
Holding current value
$420,029
Previous $277 Million
46.17%
% of portfolio
0.28%
Previous 0.22%
Shares
4 transactions
Others Institutions Holding DFAS
# of Institutions
713Shares Held
110MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$754 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$471 Million0.08% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$440 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$331 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$183 Million1.82% of portfolio