Sym Financial Corp Dimensional ETF Tr Transaction History
Sym Financial Corp
- $769 Million
- Q4 2024
A detailed history of Sym Financial Corp transactions in Dimensional ETF Tr stock. As of the latest transaction made, Sym Financial Corp holds 106,833 shares of DFAU stock, worth $4.23 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
106,833
Previous 105,391
1.37%
Holding current value
$4.23 Million
Previous $4.18 Million
3.42%
% of portfolio
0.56%
Previous 0.56%
Shares
7 transactions
Others Institutions Holding DFAU
# of Institutions
479Shares Held
2.18BCall Options Held
0Put Options Held
400-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$78.4 Billion4.8% of portfolio
-
Essential Planning, Llc. Portsmouth, NH77.8MShares$3.08 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC4.94MShares$196 Million1.73% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$164 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$144 Million1.81% of portfolio