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 $4.05 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
106,833
Previous 105,391
1.37%
Holding current value
$4.05 Million
Previous $4.18 Million
3.42%
% of portfolio
0.56%
Previous 0.56%
Shares
7 transactions
Others Institutions Holding DFAU
# of Institutions
497Shares Held
205MCall Options Held
0Put Options Held
400-
Essential Planning, Llc. Portsmouth, NH77.8MShares$2.95 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC5.63MShares$214 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$158 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$138 Million1.81% of portfolio
-
Aquire Wealth Advisors, LLC3.62MShares$137 Million45.35% of portfolio