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 161,671 shares of DISV stock, worth $4.65 Million. This represents 3.38% of its overall portfolio holdings.

Number of Shares
161,671
Previous 131,931 22.54%
Holding current value
$4.65 Million
Previous $3.59 Billion 21.26%
% of portfolio
3.38%
Previous 3.14%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 09, 2024
BUY
$26.23 - $28.56 $780,080 - $849,374
29,740 Added 22.54%
161,671 $4.35 Billion
Q1 2024

Apr 30, 2024
BUY
$24.73 - $27.24 $270,793 - $298,278
10,950 Added 9.05%
131,931 $3.59 Billion
Q4 2023

Jan 31, 2024
BUY
$22.43 - $25.87 $2.71 Million - $3.13 Million
120,981 New
120,981 $3.12 Billion

Others Institutions Holding DISV

# of Institutions
264
Shares Held
56.5M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DISV Quotes by TradingView
  • Ticker DISV
  • Sector ETFs
  • Industry ETFs
More about DISV
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