Financial Symmetry Inc Dimensional ETF Tr U S Target Transaction History
Financial Symmetry Inc
- $194 Billion
- Q2 2025
A detailed history of Financial Symmetry Inc transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Financial Symmetry Inc holds 10,986 shares of DFAT stock, worth $625,542. This represents 0.31% of its overall portfolio holdings.
Number of Shares
10,986
Previous 10,845
1.3%
Holding current value
$625,542
Previous $558 Million
6.16%
% of portfolio
0.31%
Previous 0.34%
Shares
7 transactions
Others Institutions Holding DFAT
# of Institutions
807Shares Held
169MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$792 Million0.63% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$708 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.75MShares$555 Million8.82% of portfolio
-
Index Fund Advisors, Inc.6.52MShares$371 Million19.13% of portfolio
-
Savant Capital, LLC4.97MShares$283 Million1.62% of portfolio