Sym Financial Corp Dimensional ETF Tr Dimensional Transaction History
Sym Financial Corp
- $886 Million
- Q2 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 7,667 shares of DISV stock, worth $272,331. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,667
Previous 9,260
17.2%
Holding current value
$272,331
Previous $269,000
6.32%
% of portfolio
0.03%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding DISV
# of Institutions
367Shares Held
79.3MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$315 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL5.9MShares$210 Million3.37% of portfolio
-
Mather Group, Llc. Chicago, IL5.84MShares$208 Million2.07% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$112 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.52MShares$89.5 Million1.18% of portfolio