Sym Financial Corp Dimensional ETF Tr Dimensional Transaction History
Sym Financial Corp
- $745 Million
- Q3 2024
A detailed history of Sym Financial Corp transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Sym Financial Corp holds 9,903 shares of DISV stock, worth $262,528. This represents 0.04% of its overall portfolio holdings.
Number of Shares
9,903
Previous 9,903
-0.0%
Holding current value
$262,528
Previous $266,000
7.89%
% of portfolio
0.04%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding DISV
# of Institutions
274Shares Held
60.7MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.59MShares$228 Million10.57% of portfolio
-
Forum Financial Management, LP Lombard, IL6.21MShares$165 Million3.44% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$83.5 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.65MShares$43.6 Million1.09% of portfolio
-
Ritholtz Wealth Management1.35MShares$35.9 Million1.2% of portfolio