Financial Symmetry Inc Dimensional ETF Tr U S Target Transaction History
Financial Symmetry Inc
- $129 Billion
- Q2 2024
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 7,251 shares of DFAT stock, worth $392,134. This represents 0.29% of its overall portfolio holdings.
Number of Shares
7,251
Previous 7,839
7.5%
Holding current value
$392,134
Previous $427 Million
11.85%
% of portfolio
0.29%
Previous 0.37%
Shares
3 transactions
Others Institutions Holding DFAT
# of Institutions
648Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.3MShares$771 Million0.79% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$673 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.63MShares$467 Million9.23% of portfolio
-
Index Fund Advisors, Inc.7.51MShares$406 Million22.58% of portfolio
-
Savant Capital, LLC4.85MShares$262 Million2.47% of portfolio