Financial Symmetry Inc Dimensional ETF Tr Dimensional Transaction History
Financial Symmetry Inc
- $163 Billion
- Q1 2025
A detailed history of Financial Symmetry Inc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Financial Symmetry Inc holds 214,624 shares of DFIC stock, worth $6.54 Million. This represents 3.66% of its overall portfolio holdings.
Number of Shares
214,624
Previous 182,679
17.49%
Holding current value
$6.54 Million
Previous $4.72 Billion
26.24%
% of portfolio
3.66%
Previous 3.2%
Shares
6 transactions
Others Institutions Holding DFIC
# of Institutions
471Shares Held
279MCall Options Held
6.6KPut Options Held
3.9K-
Mercer Global Advisors Inc Denver, CO30.9MShares$941 Million2.0% of portfolio
-
Envestnet Asset Management Inc27.5MShares$839 Million0.26% of portfolio
-
Forum Financial Management, LP Lombard, IL16.2MShares$494 Million8.53% of portfolio
-
Evensky & Katz LLC6.32MShares$192 Million11.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.17MShares$158 Million0.2% of portfolio