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

Financial Synergies Wealth Advisors, Inc.

  • $822 Billion
  • Q1 2025

A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 32,517 shares of DFAT stock, worth $1.71 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
32,517
Previous 33,163 1.95%
Holding current value
$1.71 Million
Previous $1.85 Billion 9.29%
% of portfolio
0.2%
Previous 0.23%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
SELL
$50.44 - $58.1 $32,584 - $37,532
-646 Reduced 1.95%
32,517 $1.67 Billion
Q4 2024

Jan 27, 2025
SELL
$54.54 - $61.04 $17,834 - $19,960
-327 Reduced 0.98%
33,163 $1.85 Billion
Q3 2024

Oct 07, 2024
SELL
$51.0 - $57.07 $6,171 - $6,905
-121 Reduced 0.36%
33,490 $1.86 Billion
Q2 2024

Jul 23, 2024
BUY
$50.18 - $54.47 $6,322 - $6,863
126 Added 0.38%
33,611 $1.74 Billion
Q1 2024

Apr 12, 2024
SELL
$49.45 - $54.43 $427,445 - $470,492
-8,644 Reduced 20.52%
33,485 $1.82 Billion
Q4 2023

Apr 04, 2024
BUY
$42.71 - $53.09 $365,085 - $453,813
8,548 Added 25.45%
42,129 $1.85 Billion
Q3 2023

Apr 04, 2024
SELL
$45.07 - $49.71 $3,695 - $4,076
-82 Reduced 0.24%
33,581 $1.53 Billion
Q2 2023

Apr 04, 2024
SELL
$41.44 - $46.39 $283,159 - $316,982
-6,833 Reduced 16.87%
33,663 $1.56 Billion
Q1 2023

Apr 04, 2024
SELL
$42.38 - $49.75 $69,206 - $81,241
-1,633 Reduced 3.88%
40,496 $1.8 Billion
Q4 2022

Apr 04, 2024
SELL
$40.24 - $46.91 $1,931 - $2,251
-48 Reduced 0.11%
42,129 $1.85 Billion
Q3 2022

Apr 04, 2024
SELL
$38.84 - $46.6 $90,186 - $108,205
-2,322 Reduced 5.22%
42,177 $1.64 Billion
Q2 2022

Apr 04, 2024
BUY
$39.72 - $47.15 $1.77 Million - $2.1 Million
44,499 New
44,499 $1.79 Billion
Q1 2022

Apr 05, 2024
SELL
$44.35 - $48.64 $1.7 Million - $1.86 Million
-38,283 Closed
0 $0
Q4 2021

Apr 05, 2024
SELL
$44.48 - $49.36 $17,614 - $19,546
-396 Reduced 1.02%
38,283 $1.82 Billion
Q3 2021

Apr 05, 2024
SELL
$41.66 - $45.84 $155,808 - $171,441
-3,740 Reduced 8.82%
38,679 $1.72 Billion
Q2 2021

Apr 05, 2024
BUY
$43.52 - $46.03 $12,620 - $13,348
290 Added 0.69%
42,419 $1.9 Billion

Others Institutions Holding DFAT

# of Institutions
768
Shares Held
167M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S TARGET

DFAT Quotes by TradingView
  • Ticker DFAT
  • Sector ETFs
  • Industry ETFs
More about DFAT
Track This Portfolio

Track Financial Synergies Wealth Advisors, Inc. Portfolio

Follow Financial Synergies Wealth Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Synergies Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Financial Synergies Wealth Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email