Sym Financial Corp Dimensional ETF Tr Transaction History
Sym Financial Corp
- $745 Million
- Q3 2024
A detailed history of Sym Financial Corp transactions in Dimensional ETF Tr stock. As of the latest transaction made, Sym Financial Corp holds 105,391 shares of DFAU stock, worth $4.29 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
105,391
Previous 103,194
2.13%
Holding current value
$4.29 Million
Previous $3.87 Million
8.12%
% of portfolio
0.56%
Previous 0.62%
Shares
6 transactions
Others Institutions Holding DFAU
# of Institutions
412Shares Held
110MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$196 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$169 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$150 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$142 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$117 Million0.71% of portfolio