Financial Symmetry Inc Dimensional ETF Tr Core Fxd In Transaction History
Financial Symmetry Inc
- $129 Billion
- Q2 2024
A detailed history of Financial Symmetry Inc transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Financial Symmetry Inc holds 36,324 shares of DFCF stock, worth $1.58 Million. This represents 1.17% of its overall portfolio holdings.
Number of Shares
36,324
Previous 15,427
135.46%
Holding current value
$1.58 Million
Previous $647 Million
133.15%
% of portfolio
1.17%
Previous 0.57%
Shares
2 transactions
Others Institutions Holding DFCF
# of Institutions
313Shares Held
88.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.3MShares$446 Million12.38% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA7.66MShares$333 Million11.84% of portfolio
-
Elser Financial Planning, Inc Indianapolis, IN3.1MShares$135 Million21.55% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.78MShares$121 Million11.43% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.41MShares$105 Million24.22% of portfolio