Financial Synergies Wealth Advisors, Inc. Dimensional ETF Tr Transaction History
Financial Synergies Wealth Advisors, Inc.
- $805 Billion
- Q3 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 19,597 shares of DFAI stock, worth $616,521. This represents 0.08% of its overall portfolio holdings.
Number of Shares
19,597
Previous 19,487
0.56%
Holding current value
$616,521
Previous $578 Million
7.72%
% of portfolio
0.08%
Previous 0.08%
Shares
10 transactions
Others Institutions Holding DFAI
# of Institutions
520Shares Held
159MCall Options Held
400Put Options Held
0-
Sym Financial Corp6.24MShares$196 Million29.57% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.47MShares$172 Million18.48% of portfolio
-
Bank Of America Corp Charlotte, NC5.11MShares$161 Million0.01% of portfolio
-
Northern Trust Corp Chicago, IL4.24MShares$133 Million0.02% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.14MShares$130 Million0.22% of portfolio