Sym Financial Corp Dimensional ETF Tr U S Target Transaction History

Sym Financial Corp

$769 Million
Q4 2024

A detailed history of Sym Financial Corp transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Sym Financial Corp holds 546 shares of DFAT stock, worth $31,334. This represents 0.0% of its overall portfolio holdings.

Number of Shares

546

Holding current value

$31,334

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 24, 2025	BUY	$54.54 - $61.04 $29,778 - $33,327	546 New	546 $30,000

Others Institutions Holding DFAT

# of Institutions

689

Shares Held

160M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

14.1M
Shares

$812 Million
0.78% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

12.4M
Shares

$714 Million
7.18% of portfolio
Forum Financial Management, LP Lombard, IL

8.78M
Shares

$504 Million
9.32% of portfolio
Index Fund Advisors, Inc.

7.2M
Shares

$413 Million
22.29% of portfolio
Savant Capital, LLC

5.13M
Shares

$295 Million
2.33% of portfolio

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About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
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