Financial Synergies Wealth Advisors, Inc. Dimensional ETF Tr Core Fxd In 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 Core Fxd In stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 33,856 shares of DFCF stock, worth $1.42 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
33,856
Previous 315,591
89.27%
Holding current value
$1.42 Million
Previous $13.2 Billion
89.38%
% of portfolio
0.19%
Previous 1.74%
Shares
9 transactions
Others Institutions Holding DFCF
# of Institutions
294Shares Held
84MCall Options Held
0Put Options Held
0-
Truepoint, Inc.9.94MShares$418 Million12.05% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA6.95MShares$292 Million10.95% of portfolio
-
Elser Financial Planning, Inc Indianapolis, IN3.1MShares$130 Million21.55% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.63MShares$110 Million11.04% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.27MShares$95.4 Million24.6% of portfolio