Financial Synergies Wealth Advisors, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Financial Synergies Wealth Advisors, Inc.
- $742 Billion
- Q2 2024
A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 31,543 shares of DFAC stock, worth $1.04 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
31,543
Previous 31,448
0.3%
Holding current value
$1.04 Million
Previous $1 Billion
1.21%
% of portfolio
0.14%
Previous 0.13%
Shares
13 transactions
Others Institutions Holding DFAC
# of Institutions
846Shares Held
688MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc51.8MShares$1.71 Billion0.63% of portfolio
-
Mercer Global Advisors Inc Denver, CO45.1MShares$1.49 Billion4.09% of portfolio
-
Forum Financial Management, LP Lombard, IL39.4MShares$1.3 Billion24.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.8MShares$1.25 Billion13.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$575 Million0.3% of portfolio