Financial Synergies Wealth Advisors, Inc. Dimensional ETF Tr Core Fxd In 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 Core Fxd In stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 11,050 shares of DFCF stock, worth $466,531. This represents 0.06% of its overall portfolio holdings.

Number of Shares

11,050

Previous 24,723 55.3%

Holding current value

$466,531

Previous $1.07 Billion 57.29%

% of portfolio

0.06%

Previous 0.13%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$41.17 - $43.34 $562,917 - $592,587	-13,673 Reduced 55.3%	11,050 $456 Million
Q3 2024 Oct 07, 2024	SELL	$41.34 - $43.55 $377,558 - $397,742	-9,133 Reduced 26.98%	24,723 $1.07 Billion
Q2 2024 Jul 23, 2024	SELL	$40.79 - $41.97 $11.5 Million - $11.8 Million	-281,735 Reduced 89.27%	33,856 $1.41 Billion
Q1 2024 Apr 12, 2024	SELL	$41.54 - $42.6 $33.2 Million - $34 Million	-798,186 Reduced 71.66%	315,591 $13.2 Billion
Q4 2023 Apr 04, 2024	SELL	$39.52 - $42.54 $4.09 Million - $4.4 Million	-103,447 Reduced 8.5%	1,113,777 $46.2 Billion
Q3 2023 Apr 04, 2024	BUY	$40.3 - $42.05 $1.49 Million - $1.56 Million	37,070 Added 3.14%	1,217,224 $49.1 Billion
Q2 2023 Apr 04, 2024	BUY	$41.55 - $42.94 $1.7 Million - $1.75 Million	40,817 Added 3.58%	1,180,154 $49.2 Billion
Q1 2023 Apr 04, 2024	BUY	$41.26 - $43.27 $1.05 Million - $1.11 Million	25,560 Added 2.29%	1,139,337 $48.4 Billion
Q4 2022 Apr 04, 2024	BUY	$39.82 - $42.74 $1.86 Million - $1.99 Million	46,628 Added 4.37%	1,113,777 $46.2 Billion
Q3 2022 Apr 04, 2024	BUY	$40.64 - $44.91 $88,392 - $97,679	2,175 Added 0.2%	1,067,149 $43.7 Billion
Q2 2022 Apr 04, 2024	BUY	$42.49 - $46.23 $45.3 Million - $49.2 Million	1,064,974 New	1,064,974 $46.5 Billion

Others Institutions Holding DFCF

# of Institutions

403

Shares Held

3.56B

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR CORE FXD IN

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