Symphony Financial, Ltd. Co. Dimensional ETF Tr U S Core Eq Transaction History
Symphony Financial, Ltd. Co.
- $619 Million
- Q4 2024
A detailed history of Symphony Financial, Ltd. Co. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Symphony Financial, Ltd. Co. holds 32,434 shares of DFAC stock, worth $1.17 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
32,434
Previous 32,348
0.27%
Holding current value
$1.17 Million
Previous $1.11 Million
1.17%
% of portfolio
0.18%
Previous 0.18%
Shares
13 transactions
Others Institutions Holding DFAC
# of Institutions
1,046Shares Held
796MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$2.06 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.67 Billion3.97% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.34 Billion13.39% of portfolio
-
Forum Financial Management, LP Lombard, IL36.8MShares$1.32 Billion25.63% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$653 Million0.26% of portfolio