Financial Symmetry Inc Dimensional ETF Tr Transaction History
Financial Symmetry Inc
- $163 Billion
- Q1 2025
A detailed history of Financial Symmetry Inc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Financial Symmetry Inc holds 9,010 shares of DFIV stock, worth $361,481. This represents 0.22% of its overall portfolio holdings.
Number of Shares
9,010
Previous 9,010
-0.0%
Holding current value
$361,481
Previous $320 Million
10.94%
% of portfolio
0.22%
Previous 0.22%
Shares
2 transactions
Others Institutions Holding DFIV
# of Institutions
662Shares Held
214MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc20MShares$803 Million0.26% of portfolio
-
Mercer Global Advisors Inc Denver, CO17.8MShares$714 Million1.56% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$448 Million4.47% of portfolio
-
Savant Capital, LLC8.28MShares$332 Million2.39% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.02MShares$282 Million0.17% of portfolio