Financial Synergies Wealth Advisors, Inc. Dimensional ETF Tr U S Core Eq 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 U S Core Eq stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 31,448 shares of DFAC stock, worth $1.02 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
31,448
Previous 30,976
1.52%
Holding current value
$1.02 Million
Previous $752 Million
33.59%
% of portfolio
0.13%
Previous 0.12%
Shares
12 transactions
Others Institutions Holding DFAC
# of Institutions
843Shares Held
680MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc51.8MShares$1.69 Billion0.63% of portfolio
-
Mercer Global Advisors Inc Denver, CO45.1MShares$1.47 Billion4.09% of portfolio
-
Forum Financial Management, LP Lombard, IL39.4MShares$1.28 Billion24.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.8MShares$1.23 Billion13.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$567 Million0.3% of portfolio