Financial Symmetry Inc Dimensional ETF Tr Dimensional Transaction History

Financial Symmetry Inc

$194 Billion
Q2 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 91,564 shares of DFSV stock, worth $2.88 Million. This represents 1.39% of its overall portfolio holdings.

Number of Shares

91,564

Previous 87,633 4.49%

Holding current value

$2.88 Million

Previous $2.47 Billion 9.24%

% of portfolio

1.39%

Previous 1.52%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	BUY	$24.21 - $29.47 $95,169 - $115,846	3,931 Added 4.49%	91,564 $2.69 Billion
Q1 2025 Apr 30, 2025	BUY	$27.56 - $32.1 $125,646 - $146,343	4,559 Added 5.49%	87,633 $2.47 Billion
Q4 2024 Feb 04, 2025	SELL	$30.18 - $33.87 $115,227 - $129,315	-3,818 Reduced 4.39%	83,074 $2.56 Billion
Q3 2024 Oct 21, 2024	BUY	$28.25 - $31.7 $121,136 - $135,929	4,288 Added 5.19%	86,892 $2.68 Billion
Q2 2024 Jul 09, 2024	BUY	$27.81 - $30.13 $344,732 - $373,491	12,396 Added 17.66%	82,604 $2.38 Billion

Q1 2024 Apr 30, 2024	BUY	$27.45 - $30.1 $100,329 - $110,015	3,655 Added 5.49%	70,208 $2.11 Billion
Q4 2023 Jan 31, 2024	BUY	$23.61 - $29.53 $1.57 Million - $1.97 Million	66,553 New	66,553 $1.89 Billion

Others Institutions Holding DFSV

# of Institutions

496

Shares Held

140M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

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Financial Symmetry Inc Dimensional ETF Tr Dimensional Transaction History