Financial Symmetry Inc Dimensional ETF Tr Transaction History
Financial Symmetry Inc
- $194 Billion
- Q2 2025
A detailed history of Financial Symmetry Inc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Financial Symmetry Inc holds 1,438,802 shares of DFAX stock, worth $46.1 Million. This represents 21.82% of its overall portfolio holdings.
Number of Shares
1,438,802
Previous 1,390,134
3.5%
Holding current value
$46.1 Million
Previous $36.4 Billion
16.02%
% of portfolio
21.82%
Previous 22.37%
Shares
7 transactions
Others Institutions Holding DFAX
# of Institutions
666Shares Held
257MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$360 Million3.18% of portfolio
-
Alerus Financial Na Grand Forks, ND8.38MShares$268 Million14.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.09MShares$259 Million0.08% of portfolio
-
Geometric Wealth Advisors7.29MShares$233 Million33.26% of portfolio
-
Allworth Financial LP6.86MShares$220 Million0.98% of portfolio