Financial Symmetry Inc Dimensional ETF Tr Transaction History
Financial Symmetry Inc
- $129 Billion
- Q2 2024
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 $337,334. This represents 0.25% of its overall portfolio holdings.
Number of Shares
9,010
Previous 8,701
3.55%
Holding current value
$337,334
Previous $320 Million
1.27%
% of portfolio
0.25%
Previous 0.28%
Shares
2 transactions
Others Institutions Holding DFIV
# of Institutions
527Shares Held
184MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO16.7MShares$626 Million1.52% of portfolio
-
Envestnet Asset Management Inc14.7MShares$549 Million0.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$418 Million4.47% of portfolio
-
Savant Capital, LLC7.26MShares$272 Million2.57% of portfolio
-
Northern Trust Corp Chicago, IL6.7MShares$251 Million0.04% of portfolio