Sym Financial Corp Dimensional ETF Tr Dimensional Transaction History
Sym Financial Corp
- $769 Million
- Q4 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 $286,790. This represents 0.03% of its overall portfolio holdings.
Number of Shares
9,903
Previous 9,903
-0.0%
Holding current value
$286,790
Previous $287,000
8.36%
% of portfolio
0.03%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding DISV
# of Institutions
324Shares Held
66MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$257 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.39MShares$185 Million3.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$91.2 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.23MShares$64.6 Million1.08% of portfolio
-
Ritholtz Wealth Management1.42MShares$41.2 Million1.12% of portfolio