Financial Symmetry Inc Dimensional ETF Tr Dimensional Transaction History
Financial Symmetry Inc
- $129 Billion
- Q2 2024
A detailed history of Financial Symmetry Inc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Financial Symmetry Inc holds 114,516 shares of DFIC stock, worth $3.15 Million. This represents 2.34% of its overall portfolio holdings.
Number of Shares
114,516
Previous 95,522
19.88%
Holding current value
$3.15 Million
Previous $2.56 Billion
17.82%
% of portfolio
2.34%
Previous 2.24%
Shares
3 transactions
Others Institutions Holding DFIC
# of Institutions
343Shares Held
221MCall Options Held
900Put Options Held
0-
Envestnet Asset Management Inc23.8MShares$655 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO23.3MShares$643 Million1.55% of portfolio
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Forum Financial Management, LP Lombard, IL15.3MShares$420 Million8.27% of portfolio
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Evensky & Katz LLC5.74MShares$158 Million10.51% of portfolio
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Rw Investment Management LLC Eagle, ID4.71MShares$130 Million16.75% of portfolio