Financial Synergies Wealth Advisors, Inc. Dimensional ETF Tr Us Marketwi Transaction History
Financial Synergies Wealth Advisors, Inc.
- $762 Billion
- Q1 2024
A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 309,522 shares of DFUV stock, worth $12.1 Million. This represents 1.66% of its overall portfolio holdings.
Number of Shares
309,522
Previous 356,356
13.14%
Holding current value
$12.1 Million
Previous $11.9 Billion
6.11%
% of portfolio
1.66%
Previous 1.85%
Shares
8 transactions
Others Institutions Holding DFUV
# of Institutions
593Shares Held
242MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO25.8MShares$1.01 Billion3.0% of portfolio
-
Envestnet Asset Management Inc24MShares$936 Million0.37% of portfolio
-
Savant Capital, LLC16.6MShares$646 Million7.85% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.5MShares$565 Million6.73% of portfolio
-
Ci Private Wealth, LLC Miami, FL11MShares$427 Million0.71% of portfolio