Financial Synergies Wealth Advisors, Inc. Dimensional ETF Tr Core Fxd In 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 Core Fxd In stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 24,723 shares of DFCF stock, worth $1.02 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

24,723

Previous 33,856 26.98%

Holding current value

$1.02 Million

Previous $1.41 Billion 24.08%

% of portfolio

0.13%

Previous 0.19%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

332

Shares Held

88.3M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR CORE FXD IN

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