Financial Symmetry Inc DFA Ultrashort Fixed Income ETF Transaction History

Financial Symmetry Inc

  • $163 Billion
  • Q1 2025
Number of Shares
59,235
Previous 32,749 80.88%
Holding current value
$3 Billion
Previous $1.66 Billion 81.45%
% of portfolio
1.85%
Previous 1.12%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
BUY
N/A
26,486 Added 80.88%
59,235 $3 Billion
Q4 2024

Feb 04, 2025
BUY
N/A
21,663 Added 195.41%
32,749 $1.66 Billion
Q3 2024

Oct 21, 2024
BUY
N/A
4,839 Added 77.46%
11,086 $563 Million
Q2 2024

Jul 09, 2024
BUY
N/A
6,247 New
6,247 $317 Million
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