Financial Synergies Wealth Advisors, Inc. Dimensional ETF Tr U S Target 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 Target stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 33,611 shares of DFAT stock, worth $1.91 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
33,611
Previous 33,485
0.38%
Holding current value
$1.91 Million
Previous $1.82 Billion
4.34%
% of portfolio
0.23%
Previous 0.24%
Shares
13 transactions
Others Institutions Holding DFAT
# of Institutions
637Shares Held
154MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.7MShares$778 Million0.83% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.6MShares$718 Million7.81% of portfolio
-
Forum Financial Management, LP Lombard, IL9.09MShares$516 Million9.57% of portfolio
-
Index Fund Advisors, Inc.7.73MShares$439 Million23.74% of portfolio
-
Savant Capital, LLC4.82MShares$274 Million3.04% of portfolio