Financial Synergies Wealth Advisors, Inc. Dimensional ETF Tr Transaction History

Financial Synergies Wealth Advisors, Inc.

$806 Billion
Q4 2024

A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 19,751 shares of DFAI stock, worth $615,046. This represents 0.07% of its overall portfolio holdings.

Number of Shares

19,751

Previous 19,597 0.79%

Holding current value

$615,046

Previous $623 Million 7.4%

% of portfolio

0.07%

Previous 0.08%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$29.0 - $31.6 $4,466 - $4,866	154 Added 0.79%	19,751 $577 Million
Q3 2024 Oct 07, 2024	BUY	$28.69 - $32.06 $3,155 - $3,526	110 Added 0.56%	19,597 $623 Million
Q2 2024 Jul 23, 2024	BUY	$28.93 - $30.91 $8,505 - $9,087	294 Added 1.53%	19,487 $578 Million
Q1 2024 Apr 12, 2024	SELL	$27.74 - $30.27 $40,500 - $44,194	-1,460 Reduced 7.07%	19,193 $580 Million
Q4 2023 Apr 04, 2024	SELL	$24.88 - $28.69 $5,747 - $6,627	-231 Reduced 1.11%	20,653 $517 Million
Q3 2023 Apr 04, 2024	BUY	$26.0 - $28.17 $2,886 - $3,126	111 Added 0.53%	20,884 $545 Million
Q2 2023 Apr 04, 2024	BUY	$26.46 - $28.05 $1,296 - $1,374	49 Added 0.24%	20,773 $568 Million
Q1 2023 Apr 04, 2024	BUY	$25.21 - $27.45 $1,789 - $1,948	71 Added 0.34%	20,724 $559 Million
Q4 2022 Apr 04, 2024	BUY	$21.47 - $25.85 $442,561 - $532,846	20,613 Added 51532.5%	20,653 $517 Million
Q3 2022 Apr 04, 2024	SELL	$21.44 - $25.78 $78,341 - $94,200	-3,654 Reduced 98.92%	40 $859,000
Q2 2022 Apr 04, 2024	BUY	$23.87 - $28.49 $88,175 - $105,242	3,694 New	3,694 $89.2 Million

Others Institutions Holding DFAI

# of Institutions

602

Shares Held

229M

Call Options Held

3.7K

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

More about DFAI

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Financial Synergies Wealth Advisors, Inc. Dimensional ETF Tr Transaction History