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

Financial Synergies Wealth Advisors, Inc.

$988 Billion
Q3 2025

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 10,501 shares of DFCF stock, worth $452,698. This represents 0.05% of its overall portfolio holdings.

Number of Shares

10,501

Previous 10,401 0.96%

Holding current value

$452,698

Previous $440 Million 2.16%

% of portfolio

0.05%

Previous 0.05%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$41.8 - $43.15 $4,180 - $4,315	100 Added 0.96%	10,501 $449 Million
Q2 2025 Jul 29, 2025	SELL	$41.1 - $42.37 $15,371 - $15,846	-374 Reduced 3.47%	10,401 $440 Million
Q1 2025 Apr 30, 2025	SELL	$40.79 - $42.32 $11,217 - $11,638	-275 Reduced 2.49%	10,775 $453 Million
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

432

Shares Held

120M

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