Sym Financial Corp Dimensional ETF Tr Dimensional Transaction History
Sym Financial Corp
- $806 Million
- Q1 2025
A detailed history of Sym Financial Corp transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Sym Financial Corp holds 9,260 shares of DISV stock, worth $304,561. This represents 0.03% of its overall portfolio holdings.
Number of Shares
9,260
Previous 9,903
6.49%
Holding current value
$304,561
Previous $263,000
2.28%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding DISV
# of Institutions
343Shares Held
69.1MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$292 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.15MShares$202 Million3.39% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$104 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.33MShares$76.7 Million1.1% of portfolio
-
Ritholtz Wealth Management1.65MShares$54.2 Million1.46% of portfolio