Financial Synergies Wealth Advisors, Inc. Dimensional ETF Tr Us Marketwi 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 Us Marketwi stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 314,172 shares of DFUV stock, worth $13.9 Million. This represents 1.63% of its overall portfolio holdings.

Number of Shares

314,172

Previous 310,879 1.06%

Holding current value

$13.9 Million

Previous $12.2 Billion 7.29%

% of portfolio

1.63%

Previous 1.64%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	BUY	$38.51 - $41.69 $126,813 - $137,285	3,293 Added 1.06%	314,172 $13.1 Billion
Q2 2024 Jul 23, 2024	BUY	$38.53 - $40.76 $52,285 - $55,311	1,357 Added 0.44%	310,879 $12.2 Billion
Q1 2024 Apr 12, 2024	SELL	$36.22 - $40.9 $1.7 Million - $1.92 Million	-46,834 Reduced 13.14%	309,522 $12.7 Billion
Q4 2023 Apr 04, 2024	BUY	$31.85 - $37.39 $1.43 Million - $1.68 Million	44,847 Added 14.4%	356,356 $11.9 Billion
Q3 2023 Apr 04, 2024	BUY	$33.83 - $36.19 $20,331 - $21,750	601 Added 0.19%	311,509 $10.6 Billion
Q2 2023 Apr 04, 2024	SELL	$32.32 - $34.5 $1.52 Million - $1.62 Million	-47,024 Reduced 13.14%	310,908 $10.7 Billion
Q1 2023 Apr 04, 2024	BUY	$31.9 - $35.83 $50,274 - $56,468	1,576 Added 0.44%	357,932 $12 Billion
Q4 2022 Apr 04, 2024	BUY	$30.23 - $35.36 $41,868 - $48,973	1,385 Added 0.39%	356,356 $11.9 Billion
Q3 2022 Apr 04, 2024	BUY	$29.6 - $34.78 $77,404 - $90,949	2,615 Added 0.74%	354,971 $10.5 Billion
Q2 2022 Apr 04, 2024	BUY	$30.92 - $35.31 $10.9 Million - $12.4 Million	352,356 New	352,356 $11.1 Billion

Others Institutions Holding DFUV

# of Institutions

641

Shares Held

267M

Call Options Held

300

Put Options Held

View Full List

About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

More about DFUV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Synergies Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Financial Synergies Wealth Advisors, Inc. with notifications on news.

Account

Financial Synergies Wealth Advisors, Inc. Dimensional ETF Tr Us Marketwi Transaction History