Sym Financial Corp Dimensional ETF Tr U S Core Eq Transaction History
Sym Financial Corp
- $806 Million
- Q1 2025
A detailed history of Sym Financial Corp transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Sym Financial Corp holds 14,487 shares of DFAC stock, worth $499,077. This represents 0.06% of its overall portfolio holdings.
Number of Shares
14,487
Previous 12,273
18.04%
Holding current value
$499,077
Previous $424,000
12.5%
% of portfolio
0.06%
Previous 0.06%
Shares
6 transactions
Others Institutions Holding DFAC
# of Institutions
1,091Shares Held
811MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.85 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.8 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.3 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.29 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$598 Million0.23% of portfolio