Financial Synergies Wealth Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
Financial Synergies Wealth Advisors, Inc.
- $742 Billion
- Q2 2024
Shares
7 transactions
Others Institutions Holding DFSV
# of Institutions
316Shares Held
81.1MCall Options Held
0Put Options Held
0-
Alaska Permanent Fund Corp Juneau, AK8.21MShares$239 Million3.69% of portfolio
-
Jmg Financial Group, Ltd.4.91MShares$143 Million5.43% of portfolio
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Savant Capital, LLC4.64MShares$136 Million1.31% of portfolio
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Ci Private Wealth, LLC Miami, FL2.74MShares$80.1 Million0.14% of portfolio
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Ep Wealth Advisors, LLC Torrance, CA2.51MShares$73.3 Million0.78% of portfolio