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 $646,306. This represents 0.31% of its overall portfolio holdings.
Number of Shares
10,986
Previous 10,845
1.3%
Holding current value
$646,306
Previous $558 Million
6.16%
% of portfolio
0.31%
Previous 0.34%
Shares
7 transactions
Others Institutions Holding DFAT
# of Institutions
784Shares Held
171MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$829 Million0.66% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$732 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.35MShares$550 Million8.76% of portfolio
-
Index Fund Advisors, Inc.6.17MShares$363 Million19.45% of portfolio
-
Savant Capital, LLC4.95MShares$291 Million1.74% of portfolio