Financial Symmetry Inc Dimensional ETF Tr Transaction History
Financial Symmetry Inc
- $129 Billion
- Q2 2024
A detailed history of Financial Symmetry Inc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Financial Symmetry Inc holds 19,862 shares of DFAU stock, worth $769,255. This represents 0.58% of its overall portfolio holdings.
Number of Shares
19,862
Previous 20,982
5.34%
Holding current value
$769,255
Previous $767 Million
2.88%
% of portfolio
0.58%
Previous 0.67%
Shares
3 transactions
Others Institutions Holding DFAU
# of Institutions
399Shares Held
105MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.38MShares$170 Million2.04% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$161 Million5.04% of portfolio
-
Modera Wealth Management, LLC4.01MShares$155 Million2.23% of portfolio
-
Aquire Wealth Advisors, LLC3.37MShares$131 Million42.46% of portfolio
-
Blankinship & Foster, LLC Solana Beach, CA2.77MShares$107 Million26.74% of portfolio